Betterment was founded in 2008 by Ryan O'Sullivan. CEO Sarah Levy told Business Insider that the company is on a path towards IPO. These comments should not be interpreted to mean that the company is formally pursuing or foregoing an IPO.

Betterment is a financial advisement firm that offers services to both individual investors and professional advisors. Since 2013, the company has acquired ImpulseSave, Wealthsimple, Makara, and Gradvisor. A 2021 company press release states that "Betterment is the largest independent digital investment advisor with $32 billion in assets under management and nearly 700,000 clients." The company has received over $400 million in venture capital funding from investors including Investment AB Kinnevik, Bessemer Venture Partners, Francisco Partners, and Menlo Ventures. The company reported a recent valuation of nearly $1.3 billion.

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What is Betterment's ticker symbol?

Betterment does not currently have an official ticker symbol because this company is still private. Register today to connect with our Private Market Specialists and learn more about new pre-IPO investment opportunities.

What is Betterment's stock price?

The stock price for Betterment will be known as it becomes public. Here are similar public companies: Paypal (NAS: PYPL), Robinhood (NAS: HOOD), E-Trade (NAS: ETFC), Tradeweb (NAS: TW).

Who are Betterment's major investors?

Bessemer Venture Partners
Menlo Ventures
Citi Ventures
Anthemis Group
Globespan Capital Partners

Betterment Funding Rounds and IPO Valuation

Date Funding Round Funding Raised Price per Share IPO Valuation
9/29/2021 Series F $60MM raised $XXX.XX $XXX.XX
7/21/2017 Series E $172MM raised $XXX.XX $XXX.XX
2/18/2015 Series D $60MM raised $XXX.XX $XXX.XX
4/15/2014 Series C $32MM raised $XXX.XX $XXX.XX
9/25/2012 Series B $9.99MM raised $XXX.XX $XXX.XX
11/22/2010 Series A $3MM raised $XXX.XX $XXX.XX
Based on primary financings
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What is Betterment funding to date?

Betterment has raised $336.99MM to date.
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When was Betterment founded?

Betterment was founded in 2010.
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Can you invest in Betterment?

Betterment is a privately held company and is not publicly traded on NYSE or NASDAQ in the U.S. To buy pre-IPO shares of a private company, you need to be an accredited investor. Learn more about how to invest in the private market or register today to get started.

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Can you sell Betterment share pre-IPO?

If you own Betterment pre-IPO shares and are considering selling, you can find what your shares could be worth on Forge’s secondary marketplace.

Our Private Market Specialists are available to answer any questions you might have and can help connect you with a buyer from our network of 125,000 accredited investors and institutions. You can also learn more about how to sell your private shares before getting started.

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Is Betterment a publicly traded company?

Betterment is a private company and not publicly traded.

If you are interested in buying or selling private company shares, you can register with Forge today for free to explore your options. Registering gives you access to one of our Private Market Specialists who can guide you through the process of buying or selling. Learn more about how Forge might help you buy pre-IPO shares or sell pre-IPO shares.

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Updated on: Jun 10, 2022


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