Betterworth is improving the relationship between financial advisors and their clients one conversation at a time

Our Smart360 platform provides a clear picture of a client’s interests, lifestyle, goals and financial history. 

We’re improving every conversation, enrich every interaction and guide every recommendation a financial advisor makes on behalf of a client, creating long-term, profitable client relationships built on trust and mutual respect.  

Our Story

Working in the financial services industry and through our own experiences as investors, we were frustrated by the often impersonal relationship we saw happening between financial advisors and their clients.

We craved a more personal experience where advisors could have information at their fingertips to truly ‘know’ their clients and guide them to make better investing decisions.

We couldn’t find anything out there that fit the bill, so we decided to build it ourselves.

Our Team

David Hosey

David Hosey has over 15+ years of technology and financial services experience (banking, insurance, pension and investments) in a variety of roles, most recently as head of IT at a major pension plan. David has experience implementing large scale technology initiatives and leading complex projects. 

Kate Kim

Kate Kim most recently worked as a data scientist and has the technical skills to ensure a strong foundation at Betterworth. Her psychology, mathematics, statistics and programming background will help the team better understand the cognitive mechanisms and machine learning algorithms to solve a class of business problems.