Betterment

Betterment is the smarter automated investing service, helping people to better manage, protect, and grow their wealth through leading technology. The service offers a globally diversified portfolio of ETFs, designed to help provide you with the best possible expected returns for retirement planning, building wealth, and other savings goals.

Company Growth (employees)
Type
Private
HQ
New York, US
Founded
2008
Size (employees)
224 (est)-1%
Betterment was founded in 2008 and is headquartered in New York, US

Key People at Betterment

Jonathan Stein

Jonathan Stein

CEO
Alex Benke

Alex Benke

Holistic Financial Planning
Dan Egan

Dan Egan

Quantitative and Behavioral Finance

Betterment Office Locations

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

Betterment Data and Metrics

Summary Metrics

Betterment's latest funding round in March 2016 was reported to be $100 m. In total, Betterment has raised $250 m. Betterment's latest valuation is reported to be $700 m.

Betterment Financial Metrics

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

Revenue (Y, 2015)

9 m

Market valuation

700 m
USDY, 2015

Revenue

9 m
USDY, 2015

Revenue/Employee

85.4 k

Betterment Operating Metrics

Betterment's Assets Under Management was reported to be $6.2 b in Dec, 2016. Betterment's Customers was reported to be 170 k in Jun, 2016
Jan, 2014Jul, 2014Q4, 2014Jan, 2015Q1, 2015Q2, 2015Jul, 2015Q3, 2015Q4, 2015Q1, 2016Jun, 2016Q2, 2016Dec, 2016

Customers

29 k40 k62 k100 k170 k

Assets Under Management

$1.1 b$1.7 b$2.3 b$2.6 b$3.3 b$4.2 b$5 b$6.2 b

Betterment Online and Social Media Presence

Betterment Company Life and Culture

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