Bringing the financial wellness conversation into the workplace


Betterment is a digital investment advisor built to make investing easier, better and more accessible.

Length of partnership

Since 2016

Why you should care

Your finances and your paycheck are inextricably tied– it’s time to start the financial wellness conversation at work.

Financial Services

Bringing 401(k)s and financial wellness to the forefront

Bringing fintech to new verticals

Betterment has long been known for their retail investment app, but needed to raise awareness for a fast-growing arm of its business: Betterment at Work, a 401(k) provider. In 2021, Betterment’s 401(k) business underwent a period of incredible growth and launched a series of partnership announcements that allowed Mission North to tap into ongoing conversations in the HR space and cement strong relationships with those trades. Simultaneously, the team tapped into ongoing retirement plan policy changes to build relationships between Betterment at Work spokespeople and tier-one policy and personal finance reporters.

Participating in key conversations

The “Great Resignation” of 2021 also gave us the opportunity to cement financial wellness and retirement benefits as a key part of the conversation around employee recruitment and retention, and establish Betterment at Work spokespeople as experts in this space.

Using data for thought leadership

Doubling down on our success in this space, we launched a data study entitled, “The Impact of The Great Resignation on Benefits Needs and Expectations,” further establishing Betterment at Work as a reputable source of data and insights on the role employers can and should be playing in the financial wellness conversation. This data campaign resulted in 23 media hits, and as gated content on Betterment at Work’s website, drove 1,200 sales leads in the first month.


"After working with Mission North for three years to build visibility and thought leadership around their retail platform, Betterment came to us in 2019 for support with raising awareness of their 401(k) business. We were excited to take on the opportunity and expand our relationship with them, especially with such an important service. Since then, Betterment at Work has seen incredible growth and our team has been able to tell stories that directly impact their business. Our survey on the importance of financial wellness benefits amidst the Great Resignation was not only a timely and important topic with the media, but also something where our team could see the impact on the business: the report drove 1,200+ leads to the Betterment at Work team.”

Danny Casarella

Account Director, Mission North

Press coverage


January 10, 2024

January 18, 2022

Betterment Survey Data Shows Employees Prioritize Financial Wellness Benefits Above Other Perks

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January 10, 2024

January 7, 2022

No emergency savings? New workplace benefits aim to help

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January 10, 2024

December 20, 2021

Workers Value a Good 401(k) So Highly, They're Willing to Quit Their Jobs Over It

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January 10, 2024

December 14, 2021

5 worker perks that can help you with your finances next year

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January 10, 2024

December 15, 2021

Financial Wellness Trends Shine a Light on Employee Needs

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January 10, 2024

March 6, 2022

41% of Women Don’t Have an Emergency Fund — Here’s Why That’s a Huge Issue

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