What Better Edge Technology does

Betteredge Capital LLC, operating as Betteredge Capital, is a privately-held SEC-registered investment adviser founded in 2024 by Samir Raslan, formerly Vice Chairman of Citi Private Bank for EMEA. The firm delivers wealth management advisory services exclusively to ultra-high-net-worth individuals and families worldwide whose financial affairs span multiple jurisdictions, asset classes, and generations. Its service offering is organized around a six-step advisory process — defining objectives, agreeing asset allocation, analyzing and comparing options, selecting managers and products, formalizing recommendations, and ongoing monitoring — and includes portfolio construction, manager selection, counterparty management, wealth transfer and protection, risk management, cross-generational wealth planning, and succession planning for family-owned businesses. The firm publishes the 'Betteredge Strategy Monthly' as a recurring thought-leadership content series providing cross-asset-class market commentary.

The firm is headquartered at 610 Fifth Avenue in New York City and operates with a small team (1-10 employees) of senior professionals recruited primarily from Citi Private Bank and other major financial institutions, with combined industry experience exceeding 100 years. Service delivery is supported by portfolio aggregation technology that consolidates client holdings across multiple financial institutions, risk management systems, and a network of partnerships with banks, research providers, technology vendors, and portfolio aggregators (none specifically named).

The business model is a direct-to-client advisory model targeting UHNW families globally, with stated coverage spanning EMEA, the Middle East, and Asia Pacific. Revenue is generated through recurring advisory fees consistent with RIA industry practice — typically AUM-linked — though specific fee schedules are not publicly disclosed and are detailed only in the firm's ADV Part 2A. Ownership is concentrated with the founding team; the firm has no disclosed external institutional investment, parent company, or funding rounds. The firm has no mobile application, no public API, and no disclosed AI/ML capabilities.

Name

Better Edge Technology

Legal name

Betteredge Capital LLC

Website

https://betteredge.com

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

1–10 employees

Short description

Betteredge Capital is a 2024-founded, SEC-registered investment adviser providing wealth management, portfolio construction, manager selection, and succession planning services exclusively to ultra-high-net-worth individuals and families worldwide.

Ownership category

akta.pro rank

Headquarters

HQ city

West New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Others

Revenue model

1. Wealth Management Advisory Services: Betteredge Capital is an SEC registered investment adviser providing comprehensive wealth management services to ultra-high-net-worth families. Revenue is generated through advisory fees for investment-oriented services including portfolio construction, manager selection, risk management, and wealth transfer planning.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Betteredge Capital is an SEC-registered investment adviser providing comprehensive wealth management advisory services to ultra-high-net-worth individuals and families worldwide. Through a structured six-step process, the firm delivers portfolio construction, manager selection, counterparty management, wealth transfer and protection, risk management, and cross-generational wealth planning, leveraging aggregation technology and a 'Preserve and Grow' investment framework.

Product overview

Betteredge Capital is a wealth management advisory firm offering a unified platform of services rather than discrete software products. The core offering includes the Strategy Monthly publication (investment analysis and market insights), Portfolio Construction Services, Manager Selection Services, Counterparty Management Services, Wealth Transfer and Protection Services, Risk Management Services, Cross Generational Wealth Management, and Succession Planning Services. The firm also utilizes an Aggregation Technology Platform to analyze client portfolios across financial institutions. Services are delivered through a structured six-step process: Define Client Objectives, Agree Asset Allocation, Analyze & Compare, Manager & Product Selection, Recommendations, and Ongoing Monitoring.

Differentiator

Problem solved

Functional benefit

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Two partnerships are on record, tiered minor.

• Banking PartnersminorOthersBetteredge leverages a broad network of trusted banking partners to provide comprehensive and specialized advice. Their partnerships enable offering a wide range of services and investment insights tailored to client financial needs.
• Research PartnersminorStrategic or Co-development PartnerBetteredge leverages strategic network of research partners to support their rigorous research approach and investment strategy development.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Citi Private Bank: Global UHNW private bank and the former employer of Betteredge's CEO, CIO, COO, and senior relationship staff. Comparable in target client, global reach, and UHNW service scope, but operates at vastly larger scale with bundled banking, lending, and capital-markets capabilities.
• UBS Wealth Management: World's largest wealth manager with deep UHNW capabilities globally, including cross-border family advisory. Comparable target client and geographic coverage but with proprietary products, credit, and institutional research an independent cannot match.
• JP Morgan Private Bank: One of the largest global private banks serving UHNW clients with integrated lending, custody, and investment capabilities. Comparable in serving complex cross-border UHNW families but at structural scale an independent RIA cannot match.
• HSBC Private Bank: Global private bank with particular strength in EMEA, Middle East, and Asia — directly overlapping Betteredge's stated geographies. Comparable in cross-border UHNW service but with global balance-sheet capabilities and established local presence.

Direct peers

• Bessemer Trust: Privately held U.S. wealth and investment management firm dedicated exclusively to UHNW families and foundations. Directly comparable as a focused, conflict-free advisor for complex multi-generational wealth — similar in client segment, advisory model, and absence of banking-product cross-sell.
• Stonehage Fleming: Independent, multi-jurisdictional family office and wealth advisory firm serving UHNW families globally with cross-border expertise in EMEA, Asia, and other regions. Highly comparable to Betteredge in target client, service scope, and independent multi-generational positioning.
• Brown Brothers Harriman: Privately held U.S. partnership providing private banking, investment management, and trust services to UHNW families across generations. Comparable as a long-standing independent UHNW advisor with similar fiduciary positioning and family-office orientation.
• Glenmede: Independent U.S. wealth manager and investment adviser serving UHNW families, foundations, and endowments. Closely comparable in independent RIA structure, fiduciary orientation, and multi-generational family wealth focus.

Regional players

• Lombard Odier: Swiss private bank serving UHNW families globally with a strong family-office proposition. Comparable as a high-touch, multi-generational wealth advisor with a Swiss fiduciary heritage, though primarily Europe-rooted in client base.
• Pictet Group: Swiss private bank and asset manager serving UHNW families across Europe, Middle East, and Asia with discretionary and advisory wealth services. Comparable in independent ownership, UHNW focus, and global footprint, though with broader asset-management scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/betteredge-technology

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Better Edge Technology