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Secondary Marketplace / Trade Private Companies / Buy and Sell Betterment Stock

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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Betterment investors also invested in these private companies

Bessemer Venture Partners
Menlo Ventures
Citi Ventures
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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

Betterment stock FAQs

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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 company 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 an accredited investor, discover how to begin the process to potentially qualify for new investment opportunities.
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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.
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Can you sell Betterment stock?

Yes, you may be able to sell your Betterment stock, subject to certain conditions. 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.
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How to sell Betterment stock?

If you hold private company shares of - 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 stock on our platform.
  3. Work with your dedicated Private Market Specialist who'll help guide you through every step of the transaction.
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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.
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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.
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What is Betterment’s stock ticker symbol?

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

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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: Jul 26, 2024

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