OverviewSuggest Edit

Betterment is an independent online financial advisor that serves individual investors, advisors, and businesses. It offers personalized advice for retirement planning, personal investing, and cash management, and other financial goals. It helps customers invest money, working to lower taxes and increase long-term returns.

HQNew York, NY, US
Employee Ratings4.3
Overall CultureC

Latest Updates

Employees (est.) (Sept 2021)388
Job Openings42
Cybersecurity ratingAMore

Key People/Management at Betterment

Nick Holeman

Nick Holeman

Head of Financial Planning, Betterment
Dan Egan

Dan Egan

Director of Behavioral Finance and Investing
Jonathan Stein

Jonathan Stein

Founder & Chairman
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Betterment Office Locations

Betterment has offices in New York and Irving
New York, NY, US (HQ)
61 W 23rd St 4th Floor
Irving, TX, US
2975 Regent Blvd #100
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Betterment Financials and Metrics

Summary Metrics

Founding Date


Betterment total Funding

$275 m

Betterment latest funding size

$70 m

Time since last funding

4 years ago

Betterment investors

Betterment's latest funding round in July 2017 was reported to be $70 m. In total, Betterment has raised $275 m. Betterment's latest valuation is reported to be $800 m.
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Betterment Revenue

Market valuation

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Betterment Operating Metrics

Betterment's Assets Under Management was reported to be $21b in Jul, 2020. Betterment's Customers was reported to be 500 k in Jul, 2020.
Mar, 2016Dec, 2016Jul, 2017Oct, 2019Jul, 2020

Assets Under Management

$3.9 b$6.2 b$21 b


150 k280 k500 k

Annual Percentage Yield


FDIC Insurance

$1 m
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Betterment Acquisitions / Subsidiaries

Company NameDateDeal Size
ImpulseSaveOctober 18, 2013

Human Capital Metrics

Source: github.com
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Betterment Cybersecurity Score

Cybersecurity ratingPremium dataset



SecurityScorecard logo

Betterment Online and Social Media Presence

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Betterment Company Culture

  • Overall Culture



  • CEO Rating



  • Compensation



  • Diversity



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Betterment Blogs

Q&A with Paul Sydlansky of Lake Road Advisors

A conversation about how to scale your business using the Betterment for Advisors platform.

401(k) Considerations for Highly Compensated Employees

Help ensure your 401(k) plan benefits every employee – from senior executives to entry-level workers. Read on for more information.

Introducing “Delayed”: Resilient Background Jobs on Rails

Introducing “Delayed,” a multi-threaded, SQL-driven ActiveJob backend used at Betterment to process millions of background jobs per day.

Buying A Home: Down Payments, Mortgages, And Saving For Your Future

Thinking about buying a home? Here are five recommendations you should consider when making your big purchase decision.

Everything You Need to Know About 401(k) Blackout Periods

Maybe you’ve heard of a 401(k) blackout period, but if you don’t know exactly what it is or how to explain it to your employees, read on.

Why You Should Have a 401(k) Committee and How to Create One

A 401(k) committee can help improve plan management and alleviate your administrative burden.
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Betterment Frequently Asked Questions

  • When was Betterment founded?

    Betterment was founded in 2008.

  • Who are Betterment key executives?

    Betterment's key executives are Nick Holeman, Dan Egan and Jonathan Stein.

  • How many employees does Betterment have?

    Betterment has 388 employees.

  • Who are Betterment competitors?

    Competitors of Betterment include SigFig, Acorns and Wealthfront.

  • Where is Betterment headquarters?

    Betterment headquarters is located at 61 W 23rd St 4th Floor, New York.

  • Where are Betterment offices?

    Betterment has offices in New York and Irving.

  • How many offices does Betterment have?

    Betterment has 2 offices.