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Overview
Betterment is a smart automated investing service that provides optimized investment returns for individual, IRA, ROTH IRA, and rollover 401(k) accounts. Its technology enables users to manage their investments in a customized, diversified portfolio. Charging a management fee of 0.25%, the company enables users to access, view, share, and review their portfolio’s activities as well as deposit and withdraw money from anywhere, anytime. Betterments products also include Tax Loss Harvesting, a program that works to offset taxes on both gains and income; and RetireGuide, a series of online surveys to enable users to determine the success of their long-term financial goals.
About
Financial Services, Finance, FinTech, Impact Investing, Retirement
2008
101-250
Headquarters locations
New York, New York, United States, North America
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Betterment headquartered in New York, New York, United States, North America, operates in the Financial Services, Finance, FinTech, Impact Investing, Retirement sector. The company focuses on Financial Services and has secured $87.0B in funding across 200 round(s). With a team of 101-250 employees, Betterment is actively contributing to advancements in Financial Services. Their latest funding round, Series A - Betterment, raised $3.0M. Discover more about their projects, partnerships, and impact on our platform.
Funding Rounds
10
9
0
$435.0M
Details
7
Betterment has raised a total of $435.0M in funding over 7 rounds.
Announcement date | Transaction name | Number of Investors | Money raised | Lead Investor |
---|---|---|---|---|
2015 | Late Stage Venture | 60.0M | ||
2014 | Late Stage Venture | 32.0M | ||
2012 | Early Stage Venture | 10.0M | ||
2010 | Early Stage Venture | 3.0M |
Investors
Betterment is funded by 64 investors.
Investor Name | Lead Investor | Funding Round | Partners |
---|---|---|---|
Red Swan Ventures | - | FUNDING ROUND - Red Swan Ventures | 3.0M |
Andy Dunn | - | FUNDING ROUND - Andy Dunn | 3.0M |
Betterment | - | FUNDING ROUND - Betterment | 3.0M |
Alexander Saint-Amand | - | FUNDING ROUND - Alexander Saint-Amand | 3.0M |
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