Craft

Betterment

Market Valuation

$800 M

2017-07-21

Total Funding

$275 M

Betterment Summary

Company Summary

Overview
Betterment is a financial advisory firm that provides investment management services. It offers personalized advice for retirement planning, personal and automated investing, and cash management.
Type
Private
Status
Active
Founded
2010
HQ
New York, NY, US | view all locations
Website
https://www.betterment.com
Cybersecurity rating
Sectors

Key People

  • Sarah Kirshbaum Levy
  • Jonathan Stein
  • Boris Khentov

    Boris Khentov, SVP of Product Strategy & Sustainable Investing

  • Dan Egan

Operating MetricsView all

Assets Under Management

$32B

Mar, 2023

Customers

775K

Mar, 2023

LocationsView all

2 locations detected

  • New York, NY HQ

    United States

    450 West 33rd Street, FL 11

  • Irving, TX

    United States

    2975 Regent Blvd #100

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