Betterment Betterment is a company providing an investing and savings app that serves individual investors, advisors, and businesses. | Virtu Financial Virtu Financial provides market making and liquidity services to the financial markets worldwide. | Charles River Development Charles River Development (also known as Charles River Systems) is a software company that provides investment management solutions. | Institutional Shareholder Services Institutional Shareholder Services (ISS) is a company that provides corporate governance and investment solutions, market intelligence, fund services, and events and editorial content for institutional investors and corporations. | Wealthfront Wealthfront is a financial technology company that develops an automated wealth management platform. | SigFig SigFig (also known as Nvest, formerly known as Wikinvest) is a company developing platforms for financial institutions. | Prudential Financial Prudential Financial is a company that specializes in financial services and investment management. | ||
Founding Date | Founding Date 2010 | Founding Date 2008 | Founding Date 1984 | Founding Date 1985 | Founding Date 2010 | Founding Date 2011 | Founding Date 2006 | Founding Date 1875 |
Type | Type Private | Type Public | Type Subsidiary | Type Subsidiary | Type Private | Type Private | Type Private | Type Public |
Tags | ||||||||
Locations | Locations New York, US HQ Irving, US | Locations Burlington, US HQ Melbourne, AU Toronto, CA Beijing, CN Hong Kong, HK Hyderabad, IN Dublin, IE see more | Locations Rockville, US HQ Canberra, AU Sydney, AU Brussels, BE Toronto, CA Copenhagen, DK Paris, FR see more | Locations West Hollywood, US HQ Burlington, CA Bengaluru, IN London, GB Carlsbad, US New York, US San Francisco, US see more | Locations Palo Alto, US HQ | Locations San Francisco, US HQ | Locations Newark, US HQ Buenos Aires, AR Sydney, AU Rio De Janeiro, BR Toronto, CA Santiago, CL Shanghai, CN see more | |
Employees | Employees 5251% increase | Employees 9764% decrease | Employees 1,161 | Employees 4,3146% decrease | Employees 984 | Employees 3533% increase | Employees 1401% increase | Employees 40,3662% increase |
Valuation ($) | Valuation ($) 800 m | Valuation ($) 4.9 b | Valuation ($) N/A | Valuation ($) N/A | Valuation ($) N/A | Valuation ($) 500 m | Valuation ($) N/A | Valuation ($) 43.9 b |
Financial | ||||||||
Revenue (est.) | Revenue (est.) N/A | Revenue (est.) $2.3b (FY, 2023) | Revenue (est.) N/A | Revenue (est.) N/A | Revenue (est.) $285m (Y, 2020) | Revenue (est.) N/A | Revenue (est.) N/A | Revenue (est.) $54b (FY, 2023) |
Net income | Net income N/A | Net income $263.9m (FY, 2023) | Net income N/A | Net income N/A | Net income N/A | Net income N/A | Net income N/A | Net income $2.5b (FY, 2023) |
Operating ⚠ | ||||||||
Assets Under Management | Assets Under Management $32b (Mar, 2023) | Assets Under Management N/A | Assets Under Management N/A | Assets Under Management N/A | Assets Under Management $4t (May, 2021) | Assets Under Management $43b (Nov, 2023) | Assets Under Management N/A | Assets Under Management $1.5t (FY, 2023) |
Certifications | Certifications N/A | Certifications N/A | Certifications 1 (Apr, 2024) | Certifications 18 (Jun, 2023) | Certifications N/A | Certifications N/A | Certifications N/A | Certifications N/A |
Clients | Clients N/A | Clients N/A | Clients 27 k (Apr, 2024) | Clients 3.4 k (Jun, 2023) | Clients 700 (May, 2021) | Clients N/A | Clients N/A | Clients N/A |
Countries | Countries N/A | Countries 36 (FY, 2020) | Countries 30 (Apr, 2024) | Countries 15 (Jun, 2023) | Countries N/A | Countries N/A | Countries 4 (FY, 2017) | Countries 50 (FY, 2022) |
Customers | Customers 775 k (Mar, 2023) | Customers N/A | Customers 315 (Apr, 2024) | Customers N/A | Customers N/A | Customers N/A | Customers N/A | Customers 50 m (FY, 2022) |
Partners | Partners N/A | Partners N/A | Partners 36 (Apr, 2024) | Partners N/A | Partners N/A | Partners N/A | Partners $12 (FY, 2017) | Partners N/A |
Trademarks (US) | Trademarks (US) N/A | Trademarks (US) N/A | Trademarks (US) 1 (Apr, 2024) | Trademarks (US) N/A | Trademarks (US) N/A | Trademarks (US) 1 (Nov, 2023) | Trademarks (US) N/A | Trademarks (US) N/A |
Funding | ||||||||
Latest funding round | Latest funding round $ 70m (about 7 years ago) | Latest funding round N/A | Latest funding round N/A | Latest funding round N/A | Latest funding round N/A | Latest funding round $ 75m (almost 7 years ago) | Latest funding round $ 50.8m (over 6 years ago) | Latest funding round N/A |
Total funding raised | Total funding raised $ 275m | Total funding raised $ 750m | Total funding raised N/A | Total funding raised N/A | Total funding raised $ 54.1m | Total funding raised $ 204.5m | Total funding raised $ 122.8m | Total funding raised N/A |