Betterment Stock $9.30

Forge Price BeaconForge Price 1 updated November 17, 2024

betterment.comFinTech / Personal FinanceFounded: 2010Funding to Date: $336.99MM

Betterment is an investment, savings, and financial planning application built for the consumer. Individual investors can work with Betterment to establish custom portfolios. Betterment was founded in 2008 by Jonathan Stein, Eli Broverman JD, and Ryan O'Sullivan and is headquartered in New York, NY.

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Private Market Pricing DetailsValuation & Financings

Betterment Stock Price

3M
6M
1Y
MAX
Forge Price 1
Date
11/17/2024
Price per Share
$9.30
Last Closed Trade 2
Close Date
xx/xx/xx
Last Closed Trade Price
$xx.xx
Last Funding Round (LFR)
Date
xx/xx/xx
Price per Share
$xx.xx

Betterment Funding Rounds and Valuation

Funding History Chart
Funding Round Details
Funding Date Share Class Amount Raised Price per Share Post-Money Valuation Key Investors
09/29/2021 Series F $60MM $xx.xx $1.28B Treasury, Kinnevik, Bessemer Venture Partners, Francisco Partners, Menlo Ventures, Anthemis Group, Globespan Capital Partners, Citi Ventures, The Private Shares Fund, Aflac Ventures, ID8 Investments
Price per Share
$xx.xx
Shares Outstanding
4,775,715
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
6.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Treasury, Kinnevik, Bessemer Venture Partners, Francisco Partners, Menlo Ventures, Anthemis Group, Globespan Capital Partners, Citi Ventures, The Private Shares Fund, Aflac Ventures, ID8 Investments
07/21/2017 Series E $172MM $xx.xx $722.81MM Kinnevik, Bessemer Venture Partners, Citi Ventures, Anthemis Group, Francisco Partners, Globespan Capital Partners, Menlo Ventures
Price per Share
$xx.xx
Shares Outstanding
18,436,929
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
6.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Kinnevik, Bessemer Venture Partners, Citi Ventures, Anthemis Group, Francisco Partners, Globespan Capital Partners, Menlo Ventures
02/18/2015 Series D $60MM $xx.xx $499.87MM Francisco Partners, Haystack Partners, Anthemis Group, Bessemer Venture Partners, FJ Labs, Menlo Ventures, Northwestern Mutual Capital
Price per Share
$xx.xx
Shares Outstanding
7,844,542
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
6.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Francisco Partners, Haystack Partners, Anthemis Group, Bessemer Venture Partners, FJ Labs, Menlo Ventures, Northwestern Mutual Capital
04/15/2014 Series C $32MM $xx.xx $151.34MM Citi Ventures, Globespan Capital Partners, Menlo Ventures, Northwestern Mutual Capital, Anthemis Group, Bessemer Venture Partners
Price per Share
$xx.xx
Shares Outstanding
12,206,239
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
6.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Citi Ventures, Globespan Capital Partners, Menlo Ventures, Northwestern Mutual Capital, Anthemis Group, Bessemer Venture Partners
09/25/2012 Series B $9.99MM $xx.xx $32.75MM Menlo Ventures, Anthemis Group, Bessemer Venture Partners
Price per Share
$xx.xx
Shares Outstanding
13,680,257
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
6.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Menlo Ventures, Anthemis Group, Bessemer Venture Partners
11/22/2010 Series A $3MM $xx.xx $8.57MM Bessemer Venture Partners, Anthemis Group, Reinmkr
Price per Share
$xx.xx
Shares Outstanding
8,749,162
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
6.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Bessemer Venture Partners, Anthemis Group, Reinmkr

Betterment investors also invested in these private companies

Leadership & Board

Leadership

Clay Cowan
CMO
Alex Benke
Vice President, Financial Advice and Investing
Dustin Lucien
COO
Jonathan Stein
Co-Founder & CEO
Anthony Schrauth
Chief Innovation Officer

Board

John Jarve
Menlo Ventures
Ryan O'Sullivan
Betterment
Robert Stavis
Bessemer Venture Partners
Chris Bischoff
Kinnevik
Peter Christodoulo
Francisco Partners
John Clendening
Self

Betterment stock FAQs

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Can you buy Betterment stock?

As Betterment is not publicly traded, purchasing its stock is not available to everyone. To buy the stock of a private companies like Betterment, you must be an accredited investor. If you meet the accreditation criteria, you can register for Forge’s Secondary Marketplace to buy private market stock. If you are not accredited, find out how to begin the process and qualify for new investment opportunities.
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How to buy Betterment stock?

To invest in a private company like Betterment through Forge, you must first qualify as an accredited investor. (Learn more about the accreditation process.)

  1. Create a free account to access Forge’s marketplace.
  2. Express your interest in specific investments. Within Forge Markets, you will find detailed pricing and financing information for thousands of private companies.
  3. Throughout this process, a dedicated Forge Private Market Specialist will be available to address any questions you may have and to guide you seamlessly through each step of the transaction.
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Can you sell Betterment stock?

Yes, you may sell the Betterment stock you currently own. Forge can help you facilitate the sale of your stock in a manner that aligns with your needs and the company’s interests. If you are looking for liquidity, register with us today to begin the process. A dedicated Forge Private Market Specialist will be available to address any questions you may have along the way.
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How to sell Betterment stock?

If you hold private company shares of Betterment – whether as an employee or an early investor – Forge can help you sell them.

  1. Create a free Forge account, this will give you access to Forge’s marketplace and to one of our experienced Private Market Specialist to answer any questions you might have.
  2. Indicate your interest to sell your Betterment on our platform.
  3. Work with your dedicated Private Market Specialist who’ll help guide you through every step of the transaction.
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Is Betterment a public company?

No, Betterment is a privately held company and is currently not publicly traded on any stock markets including NYSE or NASDAQ.
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What is Betterment’s stock price?

Betterment is a private company, meaning it does’t have a publicly traded stock price. However, as of 11/17/2024 the Betterment Forge Price is $9.30 per share. The Forge Price is a derived price calculated for private companies like Betterment to provide insights into their current valuation. Learn more about Forge Price.
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What is Betterment’s stock ticker symbol?

Betterment does not have an official ticker symbol because this company is not currently publicly traded.
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Can institutional investors buy and sell private market stocks?

Yes. As one of the largest trading platform for the private market, Forge helps institutional investors seek liquidity as they buy and sell private stock for their portfolios or their clients. Our private market specialists have decades of experience working with institutional firms. Learn more or register today to get started.

Betterment’s news and media highlights

Goldman Sachs is selling its Marcus Invest digital investment accounts to Betterment. The accounts and assets under management will transfer around June 29. Goldman Sachs will no longer offer investment services through Marcus Invest and will focus on its Marcus Deposits platform instead.
The best robo-advisors charge low portfolio management fees and offer a range of services, including tax strategies, access to human advisors and a variety of portfolio options.
Registered investment advisors can expect many upgrades this year to the Betterment for Advisors online platform. Betterment CEO Sarah Levy says growing that business segment is a top priority for 2023.
Agreeing with many in the advisor community, Betterment CEO Sarah Levy said she expects a “turbulent and volatile first half of 2023,” but her long-term outlook is optimistic.
Updated on: Nov 17, 2024

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