Betterment is a goal-based online investment company, delivering personalized financial advice. The Company's automated investing service helps people to better manage, protect and grow their wealth. The service offers a globally diversified portfolio of ETFs, designed to help provide people with the best possible expected returns for retirement planning, building wealth and other savings goals.

Employee Rating

HQNew York, US
Size (employees)255 (est)+2%
Betterment was founded in 2008 and is headquartered in New York, US
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Key People/Management at Betterment

Jonathan Stein

Jonathan Stein

Alex Benke

Alex Benke

Holistic Financial Planning
Dan Egan

Dan Egan

Quantitative and Behavioral Finance
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Betterment Office Locations

Betterment has an office in New York
New York, US (HQ)
61 W 23rd St
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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

a year 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

Betterment's revenue was reported to be $9 m in Y, 2015

Revenue (Y, 2015)


Market valuation

USDY, 2015


USDY, 2015


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Betterment Operating Metrics

Betterment's Customers was reported to be 280 k in Jul, 2017. Betterment's Assets Under Management was reported to be $6.2b in Dec, 2016.
Jan, 2014Jul, 2014Q4, 2014Jan, 2015Q1, 2015Q2, 2015Jul, 2015Q3, 2015Q4, 2015Q1, 2016Jun, 2016Q2, 2016Dec, 2016Jul, 2017

Assets Under Management

$1.10 b$1.70 b$2.30 b$2.60 b$3.30 b$4.20 b$5 b$6.20 b


29 k40 k62 k100 k170 k280 k
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Human Capital Metrics

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Betterment Online and Social Media Presence

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Betterment Company Life and Culture

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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 Jonathan Stein, Alex Benke and Dan Egan.

  • How many employees does Betterment have?

    Betterment has 255 employees.

  • What is Betterment revenue?

    Latest Betterment annual revenue is $9 m.

  • What is Betterment revenue per employee?

    Latest Betterment revenue per employee is $35.3 k.

  • Who are Betterment competitors?

    Competitors of Betterment include SigFig, Ethic and Wealthify.

  • Where is Betterment headquarters?

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

  • Where are Betterment offices?

    Betterment has an office in New York.

  • How many offices does Betterment have?

    Betterment has 1 office.