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Trading / Browse Companies / Betterment Stock

Betterment Stock

betterment.comFinTechFounded: 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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Betterment investors also invested in these private companies

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

Team

Management Team

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 Members

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

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News

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.
Barron's 03/31/2023
Barron’s 100 Most Influential Women in U.S. Finance: Sarah Levy
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.
CNBC 12/06/2022
Despite economic uncertainty, it’s a ‘great moment’ for dollar-cost averaging, says Betterment CEO
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.

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Updated on: Jun 4, 2023