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.

Register for Details

For more details on financing and valuation for Betterment, register or login.

Please provide a valid email address.

By registering, you agree to Forge’s Terms of Use. Already registered? Log in

Enterprise Value (based on primary financings)

Powered by Forge Data
Enterprise Value

View Enterprise Value for Betterment.

Register Today

Betterment investors also invested in these private companies

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

Other companies like Betterment in the FinTech sector

Sector
Last Round Est. Valuation
$8.05B
Sector
Last Round Est. Valuation
$8.54B
Sector
Last Round Est. Valuation
$24.93B
Sector
Last Round Est. Valuation
$506.8MM
Sector
Last Round Est. Valuation
$7.07B
Sector
Last Round Est. Valuation
$13.4B
Sector
Last Round Est. Valuation
$3.33B
Sector
Last Round Est. Valuation
$3B
Sector
Last Round Est. Valuation
$12.3B

News

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: Jun 4, 2023