Betterment Overview

  • Founded
  • 2010
Founded
  • Status
  • Private
  • Employees
  • 300
Employees
  • Latest Deal Type
  • Series E
  • Latest Deal Amount
  • $70M
Latest Deal Amount
  • Investors
  • 22

Betterment General Information

Description

Provider of an independent online financial advisory services designed to help customers maximize their money. The company's services use advanced investment strategies and technology and deliver them to more than 400,000 customers across its three business lines, enabling customers to increase long-term returns and lower taxes for retirement planning

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Other Financial Services
Other Industries
Social/Platform Software
Consulting Services (B2B)
Financial Software
Primary Office
  • 8 West 24th Street
  • 6th Floor
  • New York, NY 10010
  • United States
+1 (646) 000-0000
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Betterment Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
6. Later Stage VC (Series E) 21-Jul-2017 $70M 00000 00000 Completed Generating Revenue
5. Later Stage VC (Series E) 29-Mar-2016 00000 00000 00000 Completed Generating Revenue
4. Later Stage VC (Series D) 18-Feb-2015 0000 00000 00000 Completed Generating Revenue
3. Later Stage VC (Series C) 15-Apr-2014 0000 0000 00000 Completed Generating Revenue
2. Early Stage VC (Series B) 25-Sep-2012 $10M $13M 000.00 Completed Startup
1. Early Stage VC (Series A) 22-Nov-2010 $3M $3M 00.000 Completed Startup
To view Betterment’s complete valuation and funding history, request access »

Betterment Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
Series E 00,000,000 00.000000 00 00.00 00.00 00 00.00 00.000
Series D 0,000,000 00.000000 00 00.00 00.00 00 00.00 0.000
Series C 00,000,000 00.000000 00 00.00 00.00 00 00.00 00.000
Series B 13,680,257 $0.001000 6% $0.73 $0.73 1x $0.73 15.95%
Series A 8,749,162 $0.001000 6% $0.34 $0.34 1x $0.34 10.2%
To view Betterment’s complete cap table history, request access »

Betterment Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of an independent online financial advisory services designed to help customers maximize their money. The compa
Other Financial Services
New York, NY
300 As of 2019
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Chicago, IL
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Redwood City, CA
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Betterment Competitors (18)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
M1 Finance Venture Capital-Backed Chicago, IL 00 00000 00000000000 00000
00000000 0000000, Formerly VC-backed Redwood City, CA 000 00000 000000&0 00000
000000000000 Venture Capital-Backed Toronto, Canada 000 00000 0000000000 0 00000
000000 Venture Capital-Backed Irvine, CA 000 00000 00000000000 00000
00000 Venture Capital-Backed Singapore, Singapore 00 0000 00000000000 0000
You’re viewing 5 of 18 competitors. Get the full list »

Betterment Executive Team (23)

Name Title Board Seat Contact Info
Jonathan Stein Co-Founder, Chief Executive Officer & Board Member
Dustin Lucien Chief Operating Officer
Mike Reust Chief Technology Officer & President
Lucy Babbage Senior Vice President
You’re viewing 4 of 23 executive team members. Get the full list »

Betterment Board Members (11)

Name Representing Role Since
Christopher Bischoff Kinnevik Board Member 000 0000
Donna Wells Betterment Board Member 000 0000
John Jarve Menlo Ventures Board Member 000 0000
Jonathan Stein Betterment Co-Founder, Chief Executive Officer & Board Member 000 0000
Peter Christodoulo Francisco Partners Board Member 000 0000
You’re viewing 5 of 11 board members. Get the full list »

Betterment Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Betterment Investors (22)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Glean Capital PE/Buyout Minority 000 0000 000000 0
Mobile Internet Capital Venture Capital Minority 000 0000 000000 0
Pactolus Ventures Venture Capital Minority 000 0000 000000 0
Tower Equity PE/Buyout Minority 000 0000 000000 0
Valencia Ventures (California) Venture Capital Minority 000 0000 000000 0
You’re viewing 5 of 22 investors. Get the full list »

Betterment Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000000000 18-Oct-2013 000000000000000000 Financial Software
To view Betterment’s complete acquisitions history, request access »