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Secondary marketplace / Trade private companies / Buy and sell Betterment stock
Betterment

Betterment stock

$1.28B
Series F Valuation, Sep 2021
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Betterment stock price

Forge Price 1
Price not yet available
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
Access Stock Price

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 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
$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
--
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 $xx.xx $722.81MM Anthemis Group, Bessemer Venture Partners, Citi Ventures, Francisco Partners, Globespan Capital Partners, Kinnevik, 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
--
Key Investors
Anthemis Group, Bessemer Venture Partners, Citi Ventures, Francisco Partners, Globespan Capital Partners, Kinnevik, Menlo Ventures
02/18/2015 Series D $60MM $xx.xx $499.87MM Anthemis Group, Bessemer Venture Partners, Fj Labs, Francisco Partners, Haystack Partners, 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
--
Key Investors
Anthemis Group, Bessemer Venture Partners, Fj Labs, Francisco Partners, Haystack Partners, Menlo Ventures, Northwestern Mutual Capital
04/15/2014 Series C $32MM $xx.xx $151.34MM Anthemis Group, Bessemer Venture Partners, Citi Ventures, Globespan Capital Partners, Menlo Ventures, Northwestern Mutual Capital
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
--
Key Investors
Anthemis Group, Bessemer Venture Partners, Citi Ventures, Globespan Capital Partners, Menlo Ventures, Northwestern Mutual Capital
09/25/2012 Series B $9.99MM $xx.xx $32.75MM Anthemis Group, Bessemer Venture Partners, Menlo Ventures
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
--
Key Investors
Anthemis Group, Bessemer Venture Partners, Menlo Ventures
11/22/2010 Series A $3MM $xx.xx $8.57MM Anthemis Group, Bessemer Venture Partners, 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
--
Key Investors
Anthemis Group, Bessemer Venture Partners, Reinmkr
Access Stock Price
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
Post-Money Valuation 3
$1.28B
Total Funding
$336.99MM
LFR Price per Share
$xx.xx
Last Funding Share Class
Series F

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’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.
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.
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.
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.
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 investors also invested in these private companies

Anthemis Group
Kettle, TrueLayer, Cowbell, AgentSync
Bessemer Venture Partners
Perplexity, Boom Supersonic, Function of Beauty, Canva, Intercom, SiSense, Hinge Health, Abridge, Sila Nanotechnologies, Zapier
Citi Ventures
Netskope, Harness, Tanium, Cribl, Ramp, Zum, Cart.com, iCapital Network, Wish, Udaan
Globespan Capital Partners
Credit Sesame
Kinnevik
Spring Health, Transcarent, Common, TravelPerk, VillageMD, Pleo, Oda, Parsley Health, Omio
Menlo Ventures
X-energy, Harness, Chime, BitPay, Xaira Therapeutics, Monarch Money, Pinecone, Abnormal Security, HOVER, True Anomaly

Leadership and 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
Other companies like Betterment in the Personal Finance sector
Sector: Fintech
Subsector: Personal Finance
Last Funding Round
Company Forge Price Forge Price Change 5 Last Closed Trade Share Class Post-Money Valuation Price per Share Amount Raised
AcornsAcorns$4.29-3.60%$xx.xxSeries G-F$2.72B$xx.xx$180.91MM
CleoCleo----$xx.xx--------
Facet WealthFacet Wealth----$xx.xxSeries D$269.84MM$xx.xx$38.22MM
GreenlightGreenlight$15.76-0.38%$xx.xxSeries D$2.31B$xx.xx$260MM
LIQID InvestmentsLIQID Investments----$xx.xx--------
Monarch MoneyMonarch Money----$xx.xxSeries B-1$850MM$xx.xx$74.81MM
RevolutRevolut$850.00+10.39%$xx.xxSeries E------
Savvy WealthSavvy Wealth----$xx.xx--------
StashStash----$xx.xxSeries H-1$372.83MM$xx.xx$55.8MM
TradeAlgoTradeAlgo----$xx.xx--------
See All Companies

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Updated on: Jul 9, 2025

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