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Betterment Stock

Betterment claims to automate investing & simplify money management. Their robo-advisor tailors investments, manages cash flow, and offers retirement planning tools – all in one place.

Betterment offers online financial advisory services in the United States. Its portfolio includes stock exchange traded funds (ETFs) and bond ETFs. The company also provides financial planning, retirement planning, 401(k), traditional individual retirement accounts (IRA), Roth IRA, simplified employee pension (SEP) IRA, trust accounts, tax loss harvesting, and tax-coordinated portfolio services, and cash management accounts. Betterment states that its technology enables users to manage their investments in a customized, diversified portfolio. The Company charges a management fee of 0.25% under its Digital plan on invested assets and enables users to access, view, share, and review their portfolio's activities as well as deposit and withdraw money at anytime. The Company was founded in 2008 and is based in New York, New York. As of July 2019, the Company had $18 billion in assets under management and was named by Barrons as the largest independent financial advisor.

About Betterment Stock




New York, NY, US

Notable Investor

Bessemer Venture Partners

Total Funding


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 via its robo-advisor digital offeringBetterment also provides retirement services, which include IRA and 401(k) accounts and financial planning support from licensed financial professionals.

The Company was founded in 2008 and is based in New York. Notable investors include Citi Ventures, Menlo Ventures, and Bessemer Venture Partners.

Investors in Betterment

Discover investors in Betterment stock and explore their portfolio companies

Betterment Management

Leadership team at Betterment

Chief Executive Officer

Sarah Levy

Chief Financial Officer

Peter Lorimer

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