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Betterment Stock

Robo investment advisor



Notable Investors

Bessemer Venture Partners


New York NY, US

Total Funding


About Betterment Stock

Betterment is an online investment platform, primarily providing users with a robo-adviser service for investment accounts and retirement plans. Betterment's robo-adviser platform aims to provide customers with personalized, diversified portfolios that claims to help them earn better returns based on their risk profile. Betterment, additionally, claims its portfolios, consisting of globally diversified ETFs, are based on scientific research.

Betterment was founded in 2008 and is headquartered in New York City, 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$74.4M


Co-Founder & Chief Executive Officer

Jon Stein

Chief Compliance Officer

Kimberly Chehardy

Chief Operating Officer

Dustin Lucien

Chief Financial Officer

Amy Shapero


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

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