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Betterment stock

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Betterment stock price

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Betterment stock FAQs

To buy and sell Betterment stock

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 to buy private market stock on our secondary marketplace. If you are not accredited, find out how to begin the process and qualify for new investment opportunities.

How to buy Betterment stock?

To invest in a private company like Betterment through Forge, you must first qualify as an accredited investor. Create your account. Verify your identity and accreditation status to access Forge’s real-time marketplace.

Explore opportunities. Browse companies with active bids and asks, plus data-driven pricing insights like historical trades and Forge Price™.
Submit or negotiate a bid. Place a bid or engage with existing asks—self-directed and fully transparent.
Complete your trade. Forge handles paperwork and approvals, with settlement typically in 45-60 days.

If you’d like additional guidance, Forge private market specialists are available to help.

Can you sell Betterment stock?

Yes, as a shareholder, you may be able to sell your Betterment shares through Forge’s private market platform—subject to company policies and market interest.

To get started:

Create a Forge account and complete identity and ownership verification.
Submit a sell order (ask) by specifying your desired price, quantity and share class.
Forge will work to match your order with interested buyers in the marketplace.
If a match occurs, Forge coordinates the necessary company approvals and compliance checks, including any transfer restrictions or right of first refusal (ROFR) processes Betterment may have in place.

Please note that the ability to complete a transaction depends on Betterment’s secondary trading policies, available demand and transaction approvals. While liquidity is not guaranteed, listing your shares on Forge allows you to signal interest and potentially connect with qualified buyers.

How to sell Betterment stock?

Create a free Forge account to access Forge’s next generation marketplace
Explore potential demand for your shares and view live market interest
Use proprietary pricing insights and market data to assess timing and valuation
Submit an indication to sell, negotiate terms, complete the transaction and receive your payment

To learn more about Betterment stock

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.

What is Betterment’s stock price?

Betterment is a privately held company and therefore does not have a public stock price. However, you may access Betterment private market stock price with Forge Data.

What is Betterment’s stock ticker symbol?

Betterment does not have an official ticker symbol because this company is not currently publicly traded.

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 funding rounds and valuation

Total funding $336.99MM

Funding history chart

Funding round details

	Funding Date	Share Class	Amount Raised	Price Per Share	Post-Money Valuation ³	Key Investors
	09/29/2021	Series F	$60MM	$12.56	$1.28B	Aflac Ventures, Anthemis Group, Bessemer Venture Partners, Citi Ventures, Francisco Partners, Globespan Capital Partners, Id8 Investments, Kinnevik, Menlo Ventures, The Private Shares Fund, Treasury
Price Per Share $12.56 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 -- Key Investors Aflac Ventures, Anthemis Group, Bessemer Venture Partners, Citi Ventures, Francisco Partners, Globespan Capital Partners, Id8 Investments, Kinnevik, Menlo Ventures, The Private Shares Fund, Treasury
	07/21/2017	Series E	$172MM	$9.33	$722.81MM	Anthemis Group, Bessemer Venture Partners, Citi Ventures, Francisco Partners, Globespan Capital Partners, Kinnevik, Menlo Ventures
Price Per Share $9.33 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 -- Key Investors Anthemis Group, Bessemer Venture Partners, Citi Ventures, Francisco Partners, Globespan Capital Partners, Kinnevik, Menlo Ventures
	02/18/2015	Series D	$60MM	$7.65	$499.87MM	Anthemis Group, Bessemer Venture Partners, Fj Labs, Francisco Partners, Haystack Partners, Menlo Ventures, Northwestern Mutual Capital
Price Per Share $7.65 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 -- Key Investors Anthemis Group, Bessemer Venture Partners, Fj Labs, Francisco Partners, Haystack Partners, Menlo Ventures, Northwestern Mutual Capital
	04/15/2014	Series C	$32MM	$2.62	$151.34MM	Anthemis Group, Bessemer Venture Partners, Citi Ventures, Globespan Capital Partners, Menlo Ventures, Northwestern Mutual Capital
Price Per Share $2.62 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 -- Key Investors Anthemis Group, Bessemer Venture Partners, Citi Ventures, Globespan Capital Partners, Menlo Ventures, Northwestern Mutual Capital
	09/25/2012	Series B	$9.99MM	$0.73	$32.75MM	Anthemis Group, Bessemer Venture Partners, Menlo Ventures
Price Per Share $0.73 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 -- Key Investors Anthemis Group, Bessemer Venture Partners, Menlo Ventures
	11/22/2010	Series A	$3MM	$0.34	$8.57MM	Anthemis Group, Bessemer Venture Partners, Reinmkr
Price Per Share $0.34 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 -- Key Investors Anthemis Group, Bessemer Venture Partners, Reinmkr

Company details

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.

betterment.com

Sector

Fintech

Subsector

Personal Finance

Founded

2010

Headquarters

New York, NY, United States

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 investors also invested in these private compaies

Anthemis Group

AgentSync, Kettle, Cowbell, TrueLayer

Bessemer Venture Partners

Perplexity, Canva, Boom Supersonic, Intercom, DeepL, Claroty, Hinge Health, Zapier, Sila Nanotechnologies, Abridge

Citi Ventures

Netskope, Ramp, Tanium, Harness, Cribl, Eightfold.ai, SmartAsset, Poolside AI, Tealium, Matillion

Globespan Capital Partners

Credit Sesame

Kinnevik

Spring Health, Transcarent, Parsley Health, Pleo, TravelPerk, HungryPanda, Omio, Instabee, Job&Talent, Pelago

Menlo Ventures

X-energy, Harness, Chime, Abnormal Security, Synthego, Skild AI, ShipBob, HOVER, Pinecone, Affinity

Betterment news and media highlights

Yahoo Finance 05/15/2025

Betterment expands advisor solutions range with Rowboat Advisors

US-based robo advisory firm Betterment has acquired Rowboat Advisors, expanding its line-up of investment tools for RIAs.

Yahoo Finance 02/26/2025

Betterment acquires robo-advisor business from Ellevest

Ellevest, a woman-focused robo-advisor, is set to hand off a majority of its clients to Betterment, the largest independent digital investment advisor in...

PYMNTS.com 04/22/2024

Goldman Sachs to Sell Marcus Invest Accounts to Betterment

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.

NerdWallet 04/03/2023

12 Best Robo-Advisors of April 2023

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.

Browse More Insights

Other companies like Betterment in the Personal Finance sector

Sector: Fintech

Subsector: Personal Finance

Trade Metrics				Last Funding Round
Company		Forge Price	Last Matched Price	Share Class	Post-Money Valuation ³	Price Per Share	Amount Raised
	Acorns	$4.29 -$0.16 (3.60%)	$xx.xx	Series G-F	$2.72B	$17.48	$180.91MM
	Aven	--	$xx.xx	Series E-1	$2.2B	$50.61	$100MM
	Cleo	--	$xx.xx	--	--	--	--
	Greenlight	--	$xx.xx	Series D	$2.31B	$60.50	$260MM
	M1 Finance	--	$xx.xx	Series E	$1.42B	$14.06	$150MM
	Monarch Money	--	$xx.xx	Series B-1	$850MM	$24.63	$74.81MM
	Origin Financial	--	$xx.xx	Series B-2	$399MM	$8.13	$41.25MM
	Revolut	$850.00 +$80.00 (10.39%)	$xx.xx	Series E	--	--	--
	Secfi	--	$xx.xx	--	--	--	--
	Stash	--	$xx.xx	Series H-1	$372.83MM	$1.67	$55.8MM

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Updated on: Jul 15, 2025

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