Sign up today to learn more about Betterment stock

EquityZen is a marketplace for shares of proven pre IPO tech companies

Betterment Stock

Robo Investment Advisor



Notable Investors

Bessemer Venture Partners


New York NY, US

Total Funding


About Betterment Stock

Betterment is primarily a robo-investment advisor, providing users with various portfolios that fit the user's investment criteria and needs. Betterment portfolios aim to have low costs, low taxes, and optimal risk and claim to be based on Nobel prize-winnning research. The company additionally offers banking services, called Cash, which provides users with a savings or checking account. Betterment also provides retirement services, which includes IRA and 401(k) accounts.

The Company was founded in 2008 and is based in New York, New York.


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


Chief Executive Officer

Sarah Levy

Chief Financial Officer

Peter Lorimer

Chief Technology Officer

Mike Reust


Other Companies

EquityZen does not have an affiliation with, formal relationship with, or endorsement from Betterment or any companies feature above. This profile is based on publicly available information and is intended to be informative in nature.

Some data provided by Crunchbase

Join 260K+ Investors and Shareholders

On our trusted digital marketplace for private companies

EquityZen Recognized As: