External Links and Company Info
Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Asset managers
Target firm size
- Enterprise
- Mid-Size
- Small
Product Description
Product Positioning
Portfolio optimization and rebalancing engine delivering tax-aware, customized portfolios at scale.
Description
Rowboat Advisors provides a portfolio optimization and rebalancing engine that builds tax-aware, customized portfolios at scale, and was acquired by Betterment in 2025 to power direct indexing and tax optimization within its advisor (RIA) platform.
APIs and Security
Security checks
None
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
HTTPS
Data refreshed live via API
No
Developer portal exists
Yes
Developer portal URL
http://api.rowboatadvisors.com:8080/docs/CoreInvestingEngine.OpenApi.html
Developer portal features
None
Developer sandbox URL
No
