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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 Ratings4.4
Overall CultureC

Latest Updates

Employees (est.) (Jun 2021)377(+4%)
Job Openings7
Cybersecurity ratingBMore

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

Financial Advice From Betterment’s LGBTQ+ Community

Members of Betterment’s Betterpride ERSG share their financial goals, long-term money habits, and advice for how they approach money decisions in their everyday lives.

What Employers Should Know About Timing of 401(k) Contributions

One of the most important aspects of plan administration is making sure money is deposited in a timely manner—to ensure that employer contributions are tax-deductible and employee contributions are in compliance.

Finding and Preventing Rails Authorization Bugs

This article walks through finding and fixing common Rails authorization bugs.

Case Study: Preferred name

Part II in a series that explores inclusive design at Betterment. This post focuses on a case study on non-binary and transgender considerations in Fintech.

Understanding Crypto Fundamentals

Cryptocurrency is a complicated technology, but it’s also accessible. It can be understood by anyone, regardless of your background.

Personal Finance Stories From Our AAPI Community

Members of the Asians of Betterment ERSG share financial advice learned from their parents and the immigrant experience, and how their financial perspectives have shifted over time.
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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 377 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.