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.

Company Growth (employees)
New York, US
Size (employees)
225 (est)
Betterment was founded in 2008 and is headquartered in New York, US

Key People/Management at Betterment

Jonathan Stein

Jonathan Stein

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
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Betterment Financials and Metrics

Summary Metrics

Founding Date


Total Funding

$275 m

Latest funding size

$70 m

Time since last funding

7 months


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.

Betterment Financials

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

Revenue (Y, 2015)

9 m

Market valuation

800 m
USDY, 2015


9 m
USDY, 2015


85.4 k
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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 280 k in Jul, 2017
Jan, 2014Jul, 2014Q4, 2014Jan, 2015Q1, 2015Q2, 2015Jul, 2015Q3, 2015Q4, 2015Q1, 2016Jun, 2016Q2, 2016Dec, 2016Jul, 2017


29 k40 k62 k100 k170 k280 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
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Betterment's Web-traffic and Trends

Betterment Online and Social Media Presence

Betterment Company Life and Culture

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