Betterment Stock
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About Betterment Stock
Betterment is a digital investment advisor, offering investing and retirement solutions alongside their everyday services for spending and saving. Betterment aims to help their customers manage their money through cash management, guided investing, and retirement planning. Betterment also provides retirement services, which include IRA and 401(k) accounts.
The Company was founded in 2008 and is based in New York. Notable investors include Citi Ventures, Menlo Ventures, and Bessemer Venture Partners.
Investors
Bessemer Venture Partners
Swiggy, PharmEasy, BigBasket, Pinterest, Snapdeal, Sila Nanotechnologies, ServiceTitan, Toast, Hinge Health, Box
Citi Ventures
Udaan, DriveWealth, Square, Roofstock, C2FO, HoneyBook, Cart.com, Socure, Betterment, HomeLight
Francisco Partners
Betterment, Prosper Marketplace, Zocdoc, Tile, Lucidworks, Specific Media, iboss, LegalZoom
Globespan Capital Partners
BitSight, Betterment, Redfin, Turbonomic, Credit Sesame, Upwork (Fka: Elance-oDesk), Cloudshare
Kinnevik AB
Quikr, Cityblock Health, Babylon Health, Cedar, Betterment, Omio, Spring Health, BIMA, TravelPerk
Menlo Ventures
Uber, Chime, Machine Zone, Getaround, BitSight, Recursion Pharmaceuticals, Outreach, Benchling, Synthego, Abnormal Security
Red Swan Ventures
Scopely, Oscar Health, Procore Technologies, SeatGeek, Cabify, Harry's, Guideline, VTS, Betterment, Snapdocs
SchindlerAM Ventures
Funding History
| November 2010 | $3.0M |
|---|---|
| September 2012 | $10.0M |
| April 2014 | $32.0M |
| February 2015 | $60.0M |
| March 2016 | $103M |
| July 2017 | $69.4M |
| September 2021 | $60.0M |
Management
Chief Executive Officer
Sarah Levy
Chief Financial Officer
Peter Lorimer
Press
crowdfundinsider - Sep, 19 2023
Digital Investment Platform Betterment Introduces New Bitcoin and Ethereum Portfoliomorningstar - Jul, 6 2023
Land Betterment Board of Director Chris Hagler Moderates Panel at GreenFin 23dlvr - Jul, 3 2023
Digital Financial Advisor Platform Betterment Introduces “Tax-Smart” Transitions Features for Advisorsmorningstar - Jun, 22 2023
Jon Stein, Founder and Former CEO of Betterment, Named Advisor to EquityMultipleinvestmentnews - Jun, 20 2023
Betterment adds 529 plans to workplace benefits offeringprnewswire - Apr, 25 2023
Betterment for Advisors Unveils New Innovative Digital Client Onboardingbuff - Apr, 20 2023
Robo-advisor Betterment to pay $9 million for overpromising tax strategiestrib - Apr, 20 2023
Betterment Missed Some Tax Tradesthenewstribune - Apr, 19 2023
Betterment Offers Insignificant Settlement After Losing Its Users a Potential $4 Millionreuters - Apr, 18 2023
Betterment agrees to pay $9 mln to settle U.S. SEC chargesprnewswire - Mar, 27 2023
Betterment increases the variable rate of its Cash Reserve Product to 4.20%* APYtinyurl - Feb, 17 2023
Betterment lays off 28 as fintechs continue to feel the pinchbusinessinsider - Feb, 16 2023
Betterment is laying off 28 employees as inflation and market volatility hit the digital wealth firminvestmentnews - Nov, 19 2022
Betterment raises fees on small investorsow - Oct, 16 2022
Crypto for all, says robo-investor Bettermentow - Oct, 14 2022
Betterment Launches Innovative Cryptocurrency Offeringbit - Oct, 13 2022
Betterment’s crypto portfolios include allocations to Dogecoinon - Oct, 12 2022
Robo-Adviser Betterment Launches Customized Crypto Portfoliosbit - Oct, 5 2022
Betterment: Using a Challenger Mindset for Market-Leading Growthtrib - Sep, 27 2022
Crypto Exchange Gemini Partners With Betterment to Offer Customized Crypto Portfoliosfinextra - Sep, 27 2022
Betterment introduces crypto investing portfolioslnkd - Sep, 16 2022
Betterment vs. Wealthfront vs. Vanguard: Fees & Featuresbusinessinsider - Aug, 26 2022
How the company powering fintechs like Betterment and Acorns is seeking to win over big names like Apple and Amazonbusinessinsider - Aug, 5 2022
How Betterment's CEO is thinking about her next deal as the investing startup looks beyond its do-it-yourself investing rootsbusinessinsider - May, 28 2022
Betterment vs. Wealthfront: Which automated investing platform is best for you?trib - Apr, 1 2022
Vanguard, Betterment Top New Ranking of Robo-Advisersbusinessinsider - Mar, 22 2022
Betterment vs. Wealthfront: How the automated IRA accounts comparefinextra - Feb, 26 2022
Betterment to offer student loan managementcnbc - Feb, 24 2022
Betterment adds new student loan, 529 college savings features to its 401(k) businessbit - Feb, 24 2022
Betterment pushes into student loan debt with new toolsfastcompany - Feb, 24 2022
Saving for college or paying it off? Betterment wants to help with bothpymnts - Feb, 23 2022
Betterment Launches Student Loan Management, Acquires Gradvisornews - Feb, 23 2022
Retirement Planning Tools See Plentiful Fundingbit - Feb, 17 2022
What the Wealthfront deal means for Bettermentmna - Feb, 16 2022
Betterment, will acquire Makara Digital Corporationcrowdfundinsider - Feb, 9 2022
Betterment Adds Crypto Capability Through Makara Acquisitiongeekwire - Feb, 9 2022
Betterment gets into crypto with acquisition of Seattle startup Makarabusinessinsider - Feb, 8 2022
Betterment's CEO explains why the robo-advice pioneer is buying a crypto startupbenefitspro - Jan, 27 2022
Small business guide to benefits that attract and retain employeesbenefitspro - Jan, 27 2022
Disruptors re-shaping competitive landscape for recordkeepers in the micro 401(k) marketbusinessinsider - Dec, 26 2021
Betterment vs. Ellevest: How the automated IRA accounts comparedlvr - Nov, 19 2021
Betterment Updates Brand with Refreshbuff - Nov, 3 2021
Betterment CEO Sarah Levy: Advice is our “superpower”alleywatch - Oct, 13 2021
Betterment Raises $60M for its Digital Investment Platform for Employers, Customers, and Advisorsdlvr - Oct, 10 2021
Betterment: $160 Million Funding And About A $1.3 Billion Valuationfintechnews - Oct, 6 2021
Robo Advisor Betterment Earns Unicorn Badge With US$160 Million Series Ffinextra - Oct, 3 2021
Robo-advisory firm Betterment reaches unicorn valautionbit - Oct, 2 2021
Betterment hits unicorn status after close of equity and debt rounddlvr - Oct, 2 2021
Robo-Adviser Betterment Achieves Unicorn Status At A Valuation Of $1.3Bbloomberg - Sep, 30 2021
Betterment Valuation Rises to $1.3 Billion on Funding Roundbizjournals - Aug, 24 2021
New restaurant called Buttermint to replace Blue's Egg in Shorewoodamericanbanker - Jul, 23 2021
Fireside chat with Betterment's new CEO, Sarah Levyfinance - Jul, 2 2021
Owning stocks ‘a privilege of the few’: Betterment CEOcoinjournal - Jul, 2 2021
Betterment looking to offer crypto servicesfinance - Jul, 1 2021
Digital stock trading likely to see 'more regulation': Betterment CEOfinance - Jun, 30 2021
Investing app Betterment weighing how to 'offer crypto': CEOnews - Jun, 24 2021
Survey shows more U.S. stimulus money invested, day trading widespreadbit - Jun, 23 2021
Engine No. 1 to launch $100 million ETF focused on ESG engagementfinancial-planning - Jun, 23 2021
Betterment partners with trio of wealthtechs to launch RIA Tech Suitebit - Jun, 23 2021
Betterment rolls out a prepackaged tech stack for RIAson - Jun, 12 2021
Robo-Advisor Betterment Bought Up These Vanguard ETFsnycfounderguide - Jun, 10 2021
How Jon Stein Built Betterment, From High-Minded Mission to Outsider Scrappinessnordic9 - Jun, 2 2021
Belvo raised a $43 million Series A funding round from Future Positive, Kibo Ventures and FJ Labs.bit - May, 21 2021
Betterment launches Co-Pilot tool for advisersbit - Apr, 24 2021
Wealthfront, Betterment, SoFi expand offeringsbusinessinsider - Apr, 23 2021
Betterment checking and cash reserve reviewbit - Apr, 18 2021
Betterment account openings skyrocket 116% in first quarterbusinessinsider - Apr, 11 2021
Betterment Checking review: Reimburses 100% of ATM and foreign transaction fees, at no monthly costamericanbanker - Apr, 8 2021
Betterment launches checking account for shared financesajc - Apr, 3 2021
Betterment vs. Wealthfront: Which Robo-Advisor Is Best for You?ajc - Mar, 27 2021
Betterment Review: How It Works, Pros & Consspr - Mar, 6 2021
Betterment Acquires Wealthsimple’s U.S. Investment Advisory Businessfinancial-planning - Mar, 6 2021
Betterment and Zenefits unite to provide retirement resources for small businessesbusinessinsider - Mar, 6 2021
Betterment's new CEO explains her first big move as the $28 billion robo-advisor contemplates an IPO and new potential fundingbit - Mar, 5 2021
Betterment signs 401(k) deal with HR platform Zenefitsbetakit - Mar, 5 2021
Wealthsimple sells US book of business to Betterment as company claims renewed focus on Canada | BetaKitdlvr - Mar, 5 2021
Wealthsimple selling U.S. book of business to robo-adviser Bettermentdlvr - Feb, 27 2021
Online Alternative Investments Market May See Big Move | Roofstock, Betterment, Wefunderriabiz - Feb, 18 2021
Knocking down a 'wall,' Betterment will make RIA custody its 'biggest business' as Schwab/TDA merger opens door and robo-advice glut deepensfinancial-planning - Feb, 12 2021
Betterment doubles down on its for-advisors channelbit - Jan, 20 2021
Goldman Sachs to expand Marcus Invest internationally in 2021cnbc - Jan, 10 2021
2021 money challenge: How to start investingbusinessinsider - Dec, 16 2020
Betterment's new CEO is a former ViacomCBS exec who made brands like SpongeBob famous. Industry experts explain how she'll look to reinvigorate the robo-advisor.businessinsider - Dec, 16 2020
Betterment vs. Vanguard: The best option depends on whether you prefer automated trades or DIY investingbusinessinsider - Dec, 11 2020
What's next for Betterment now that its founder is stepping away from running the robo-advisor pioneerdlvr - Dec, 9 2020
Betterment Appoints Sarah Kirshbaum Levy As New CEObetterment - Dec, 9 2020
The Pursuit Of Betterment’s New CEO (And Finding Happiness Along The Way)businessinsider - Dec, 9 2020
Betterment founder Jon Stein is stepping down as CEO and a former ViacomCBS exec is taking his placeon - Dec, 9 2020
Betterment CEO Jon Stein Steps Downbusinessinsider - Dec, 5 2020
Betterment and Wealthfront are both top robo-advisors, but the best option for you depends on whether you want access to a financial plannercnet - Dec, 1 2020
The best robo-advisors of December 2020on - Nov, 26 2020
How To Rebalance Your Investment Portfoliodlvr - Nov, 25 2020
San Francisco based Tally, a Personal Finance Management Firm, Hires Executives for Growing its Product and Marketing Operationsfinextra - Nov, 20 2020
Betterment partners Dosh on cashback offersmebfaber - Nov, 18 2020
Sidewalk Moneytrib - Sep, 21 2020
Betterment is moving into phone insurance via partnership with tech provider Surebusinessinsider - May, 27 2020
Jon Stein, who founded Betterment during the Great Recession, explains how to spot the opportunity in a downturnBank Innovation - Jan, 3 2020
Betterment to appeal to a wider customer base in 2020Yahoo Finance! - Dec, 31 2019
Betterment vs. Wealthfront: Which Is Best for You?pymnts - Feb, 5 2019
Why Humans Still Run Betterment’s AI-Powered Call CenterSan Diego Downtown News - Oct, 27 2018
Betterment Moves Beyond Robo-Advising With Human Financial PlannersBloomberg - Oct, 11 2018
Betterment's Low-Fee Evangelist Has a Retirement Algorithm for YouEquityZen does not have an affiliation with, formal relationship with, or endorsement from any companies featured above. This profile is based on publicly available information and is intended to be informative in nature.
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