Automated and simplified investing platforms
Broker Review
Marcus Invest
The Marcus Invest platform dates to 2021 and is connected to Goldman Sachs. Today it closed to new investors after Goldman Sachs transferred Marcus Invest accounts to Betterment in 2024, giving it a materially different operating model from a conventional all-purpose broker. Any valuation belongs to the listed company or parent rather than automatically to the product brand. The company is privately held or not separately listed, so no public market capitalization is available. Current status: Closed; customer accounts were transferred to Betterment in June 2024.
Strengths
- Closed to new investors after Goldman Sachs transferred Marcus Invest accounts to Betterment in 2024
Drawbacks
- At Marcus Invest, customers surrender security selection and may incur advisory, fund, tax or cash-allocation costs that are not obvious from the headline fee
Profile
What you can trade
Marcus Invest invests through its own model universe of ETFs or funds and performs allocation and rebalancing for the customer; this managed account is not designed for security-by-security trading.
Account types
Individual taxable and IRA managed accounts, with joint, trust or goal-specific registrations depending on the adviser. The registration structure reflects the fact that the service closed to new investors after Goldman Sachs transferred Marcus Invest accounts to Betterment in 2024.
Platform
Marcus Invest is managed primarily through its consumer web portal and iOS/Android application; trading control is intentionally simpler than an active-broker terminal. The resulting workflow is tailored to a business that closed to new investors after Goldman Sachs transferred Marcus Invest accounts to Betterment in 2024.
Who it suits
Best suited to Marcus Invest customers whose principal requirement is the capability described in this profile, rather than investors choosing a broker only because of a zero-commission headline.
Where it is offered
Marcus Invest is principally offered to eligible U.S. residents who can supply a Social Security number, domestic address and tax certification. Policies for territories, citizens living abroad and international applicants are specific to this firm.
Regulation and sources
Official website: https://marcus.com/ Regulatory status should be verified through FINRA BrokerCheck, SEC/IAPD, NFA BASIC, state regulators or applicable alternative-asset disclosures. Last verified: 2026-08-11.