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
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, Harness, Socure, Betterment
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
trib - Apr, 1 2022
pymnts - Feb, 23 2022
mna - Feb, 16 2022
businessinsider - Feb, 8 2022
trib - Sep, 21 2020
businessinsider - May, 27 2020
Bank Innovation - Jan, 3 2020
Yahoo Finance! - Dec, 31 2019
pymnts - Feb, 5 2019
San Diego Downtown News - Oct, 27 2018
Bloomberg - Oct, 11 2018
EquityZen 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.
Some data provided by Crunchbase