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Betterment

Description

Provider of an online investment platform. The company helps users invest their savings in a selected blend of stock and bond portfolios which are rebalanced regularly and automatically.

2007

Founded

PRIVATE

Status

51-200

Employees

Series E

Latest Deal Type

$100M

Latest Deal Amount

$205M

Total Amount Raised

Description

Provider of an online investment platform. The company helps users invest their savings in a selected blend of stock and bond portfolios which are rebalanced regularly and automatically.

Website:

www.betterment.com

Ownership Status

Privately held (backing)

Financing Status

Venture Capital-Backed

Primary Industry

Financial Software

Other Industries

Other Financial Services
Social/Platform Software

Primary Office

61 West 23rd Street 4th Floor New York, NY 10010United States +1 (888) 428-9482
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Betterment Valuation and Funding

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Deal TypeDateAmountRaised to DatePost-ValStatusStage

Betterment Cap Table

Stock# of Shares
Authorized
Par ValueDividend Rate (%)Original
Issue Price
LiquidationLiquidation
Pref. Multiple
Conversion
Price
% Owned

Betterment Investors (16)

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Investor NameInvestor TypeHoldingInvestor SinceParticipating RoundsBoard
Seat
Contact
Info
Andrew DunnAngel (individual)Minority000 0000000 0000
Anthemis GroupVenture CapitalMinority000 0000000 0000
Bessemer Venture PartnersVenture CapitalMinority000 0000000 0000
Citi VenturesCorporate Venture CapitalMinority000 0000000 0000
Fabrice GrindaAngel (individual)Minority000 0000000 0000
Andrew Dunn Angel (individual)
Anthemis Group Venture Capital
Bessemer Venture Partners Venture Capital
Citi Ventures Corporate Venture Capital
Fabrice Grinda Angel (individual)

Betterment Executive Team (18)

NameTitleBoard
Seat
Contact
Info
Jonathan SteinCo-Founder & Chief Executive Officer
Dustin LucienChief Operating Officer
Edwin ChauLead Software Engineer
Alex BenkeProduct Manager
Sarah WhinnemGraphic Designer
Jonathan Stein Co-Founder & Chief Executive Officer
Dustin Lucien Chief Operating Officer
Edwin Chau Lead Software Engineer
Alex Benke Product Manager
Sarah Whinnem Graphic Designer

Betterment Board Members (5)

NameRepresentingRoleSinceContact
Info
John ClendeningSelfBoard Member000 0000
John JarveMenlo VenturesManaging Director000 0000
Peter ChristodouloFrancisco PartnersPartner000 0000
Robert StavisBessemer Venture PartnersPartner000 0000
Ryan O'SullivanBettermentCo-Founder & Board Member000 0000
John Clendening Board Member Self
John Jarve Managing Director Menlo Ventures
Peter Christodoulo Partner Francisco Partners
Robert Stavis Partner Bessemer Venture Partners
Ryan O'Sullivan Co-Founder & Board Member Betterment
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