OverviewSuggest Edit

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.

TypePrivate
Founded2008
HQNew York, US
Websitebetterment.com
Employee Ratings4.3

Latest Updates

Employees (est.) (Mar 2019)261
Job Openings25
Revenue (Y, 2015)$9 M

Key People/Management at Betterment

Jonathan Stein

Jonathan Stein

CEO
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

2008

Betterment total Funding

$275 m

Betterment latest funding size

$70 m

Time since last funding

2 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

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

Revenue (Y, 2015)

9.0m

Market valuation

800.0m
USDY, 2015

Revenue

9.0m
USDY, 2015

Revenue/Employee

85.4k
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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

Customers

29 k40 k62 k100 k170 k280 k
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Human Capital Metrics

Source: github.com
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Betterment Online and Social Media Presence

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Betterment Blogs

The Truth About HSAs and Retirement

Health Savings Accounts may be a smart way to supplement your retirement-- but is it right for you?

Building for Better: Gender Inclusion at Betterment

Betterment sits at the intersection of two industries with large, historical gender gaps. We’re working to change that—for ourselves and our industries.

Debt and Savings: Initial Moves for Effective Investing

Tackling your debts and saving money are prerequisites to investing and building wealth. Here are 5 ways to tackle your different financial priorities.

How to Do a Direct IRA Transfer

If this is your first direct IRA transfer, don’t worry. We help process direct IRA transfers every day, and we’re here to make it as easy for you as possible.

Lifestyle Creep: The Biggest Threat to Financial Planning

Lifestyle creep can severely impact financial planning by spending more income over time than we plan on saving.

What is Tax Coordination? How Asset Location Works at Betterment

What is Betterment's approach to asset location? It's called Tax Coordination, and it's a built-in tax optimization strategy for retirement goals at Betterment.
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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 261 employees.

  • What is Betterment revenue?

    Latest Betterment annual revenue is $9 m.

  • What is Betterment revenue per employee?

    Latest Betterment revenue per employee is $34.5 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.