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Betterment Stock

Robo Investment Advisor

Founded

2008

Notable Investors

Bessemer Venture Partners

Headquarters

New York NY, US

Total Funding

$282M

About Betterment Stock

Betterment aims to offer 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 April 2020, the Company had $22 billion in assets under management.

Investors

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

Management

Co-Founder & Chief Executive Officer

Jon Stein

Press

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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