Betterment Stock

Robo Investment Advisor

Sign up today and learn more about Betterment Stock

Invest in or value your shares in one or many pre-IPO companies through an EquityZen investment vehicle.



Notable Investors

Bessemer Venture Partners


New York NY, US

Total Funding


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.


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


investmentnews - Nov, 19 2022

Betterment raises fees on small investors

businessinsider - Apr, 23 2021

Betterment checking and cash reserve review

mebfaber - Nov, 18 2020

Sidewalk Money

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

Join 630,000+ Investors and Shareholders

On our trusted digital marketplace for private companies

EquityZen Recognized As: