Betterment Stock

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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Management Team

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

Board Members

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

Frequently Asked Questions About Betterment’s Stock

Can you buy Betterment’s stock?
Betterment is not publicly traded on NYSE or NASDAQ in the U.S. To buy Betterment’s stock you need to be an accredited investor. Learn more about how to invest in the private market or register today to get started.
Can you sell Betterment’s stock?
Yes, you can sell stock of a private company like Betterment. Forge can help you sell your Betterment stock in a way that works for you and the company. So if you are seeking liquidity, register with us today to get started.
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’s 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.

News Highlights

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.
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 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.
Updated on: May 17, 2024


Public news articles listed on this page have been curated by Forge based on several factors including, but not limited to, product updates, changes in organization structure, funding rounds, third-party valuations, and key personnel changes. Changes to this list of articles can be made at any time without notice and should not be relied upon for investment purposes. Forge does not verify the accuracy of the information contained in public news articles.