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.

Type
Private
HQ
New York, US
Founded
2008
Size (employees)
239 (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

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
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Betterment Financials and Metrics

Summary Metrics

Founding Date

2008

Total Funding

$275 m

Latest funding size

$70 m

Time since last funding

10 months ago

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 Financials

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

Revenue (Y, 2015)

9 m

Market valuation

800 m
USDY, 2015

Revenue

9 m
USDY, 2015

Revenue/Employee

85.4 k
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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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