Betterment
Founded Year
2010Stage
Series F | AliveTotal Raised
$435MValuation
$0000Last Raised
$60M | 4 yrs agoMosaic Score The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.
-65 points in the past 30 days
About Betterment
Betterment operates as a digital investment advisor that focuses on automated investing and savings services within the financial technology sector. The company offers a range of products, including automated portfolio management and tax-advantaged retirement accounts that aid personal finance management for individuals. Betterment provides diversified investment portfolios, tax loss harvesting, and financial planning tools to help clients achieve their financial goals. It was founded in 2008 and is based in New York, New York.
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Betterment's Product Videos
ESPs containing Betterment
The ESP matrix leverages data and analyst insight to identify and rank leading companies in a given technology landscape.
The digital financial wellness market consists of fintechs that deliver combinations of financial products, including banking, investing, loans, and P&C insurance, as well as planning tools such as goals-based planning, account aggregation, asset allocation, and budgeting tools. These companies often have B2C and B2B2C distribution models. While digital financial wellness companies may offer compl…
Betterment named as Outperformer among 15 other companies, including SoFi, Monzo, and MoneyLion.
Betterment's Products & Differentiators
Betterment Checking & Saving (Cash Reserve)
Betterment offers a no-fee checking account with no account minimums or opening deposit amounts. The account comes with a free Visa debit card and reimbursed ATM fees worldwide. In addition, a high-yield account allows you to earn 0.30% APY on cash reserves.
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Research containing Betterment
Get data-driven expert analysis from the CB Insights Intelligence Unit.
CB Insights Intelligence Analysts have mentioned Betterment in 1 CB Insights research brief, most recently on Aug 30, 2024.
Aug 30, 2024
The financial planning market mapExpert Collections containing Betterment
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
Betterment is included in 10 Expert Collections, including Unicorns- Billion Dollar Startups.
Unicorns- Billion Dollar Startups
1,270 items
Wealth Tech
2,383 items
Companies and startups in this collection digitize & streamline the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.
Fintech 100
1,247 items
250 of the most promising private companies applying a mix of software and technology to transform the financial services industry.
Gig Economy Value Chain
155 items
Startups in this collection are leveraging technology to provide financial services and HR offerings to the gig economy industry
Tech IPO Pipeline
825 items
Financial Wellness
245 items
Track startups and capture company information and workflow.
Latest Betterment News
Apr 2, 2025
iShares Gold Trust (NYSEARCA:IAU) Reaches New 12-Month High – Here’s What Happened Posted by MarketBeat News on Apr 2nd, 2025 iShares Gold Trust ( NYSEARCA:IAU – Get Free Report ) shares reached a new 52-week high on Wednesday . The company traded as high as $59.15 and last traded at $58.86, with a volume of 13274569 shares traded. The stock had previously closed at $58.96. iShares Gold Trust Stock Down 0.2 % The firm has a fifty day moving average of $55.05 and a 200-day moving average of $51.90. The stock has a market capitalization of $42.53 billion, a price-to-earnings ratio of -35.73 and a beta of 0.17. Get iShares Gold Trust alerts: Institutional Inflows and Outflows Several hedge funds and other institutional investors have recently made changes to their positions in IAU. Quadrant Private Wealth Management LLC grew its holdings in iShares Gold Trust by 2.3% during the 4th quarter. Quadrant Private Wealth Management LLC now owns 8,596 shares of the exchange traded fund’s stock valued at $426,000 after buying an additional 195 shares during the last quarter. TPG Advisors LLC boosted its stake in shares of iShares Gold Trust by 0.7% during the fourth quarter. TPG Advisors LLC now owns 28,025 shares of the exchange traded fund’s stock valued at $1,388,000 after acquiring an additional 199 shares during the last quarter. Betterment LLC increased its position in iShares Gold Trust by 1.8% during the 4th quarter. Betterment LLC now owns 11,021 shares of the exchange traded fund’s stock worth $546,000 after purchasing an additional 199 shares in the last quarter. Nomura Asset Management Co. Ltd. raised its stake in iShares Gold Trust by 0.4% in the 4th quarter. Nomura Asset Management Co. Ltd. now owns 53,600 shares of the exchange traded fund’s stock valued at $2,654,000 after purchasing an additional 200 shares during the last quarter. Finally, Riggs Asset Managment Co. Inc. lifted its holdings in iShares Gold Trust by 1.2% in the 4th quarter. Riggs Asset Managment Co. Inc. now owns 17,269 shares of the exchange traded fund’s stock valued at $850,000 after purchasing an additional 212 shares in the last quarter. Institutional investors and hedge funds own 59.67% of the company’s stock. iShares Gold Trust Company Profile Want More Great Investing Ideas?
Betterment Frequently Asked Questions (FAQ)
When was Betterment founded?
Betterment was founded in 2010.
Where is Betterment's headquarters?
Betterment's headquarters is located at 450 West 33rd Street, New York.
What is Betterment's latest funding round?
Betterment's latest funding round is Series F.
How much did Betterment raise?
Betterment raised a total of $435M.
Who are the investors of Betterment?
Investors of Betterment include Bessemer Venture Partners, Menlo Ventures, Anthemis, Francisco Partners, Citi Ventures and 20 more.
Who are Betterment's competitors?
Competitors of Betterment include Magnus, Sigmastocks, Human Interest, AlgoPear, December & Company and 7 more.
What products does Betterment offer?
Betterment's products include Betterment Checking & Saving (Cash Reserve) and 4 more.
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Compare Betterment to Competitors
SigFig focuses on digital wealth management solutions within the financial services industry. The company offers a suite of products that facilitate effortless and compliant account opening, client onboarding, investment management, and financial planning for various financial institutions. SigFig's solutions cater to banks, credit unions, wealth management firms, insurance companies, and individual investors. It was founded in 2006 and is based in San Francisco, California.
Wealthfront is a financial services company that focuses on automated investing and wealth building for individuals. The company offers a range of services, including savings accounts, investment in US Treasury bonds, and diversified portfolio management using automated technology. Wealthfront's products are designed to cater to both seasoned and novice investors, aiming to simplify the investment process and maximize returns over the long term. Wealthfront was formerly known as kaChing. It was founded in 2011 and is based in Palo Alto, California.
Human Interest provides 401(k) and 403(b) plans for the retirement savings industry, catering to small and medium-sized businesses. The company offers retirement savings plans without transaction fees, allowing businesses to help their employees invest for retirement. Human Interest provides technology solutions to manage the administrative and compliance aspects of retirement plans for its clients. Human Interest was formerly known as Captain401. It was founded in 2015 and is based in San Francisco, California.
ForUsAll offers a platform that enables employers to provide a modern 401(k) plan. The company offers 401(k) plans for startups and small businesses, with features such as payroll integration, the ability to add cryptocurrency to the plan, and automated administration. It caters to the startup sector, small to medium-sized businesses, and blockchain and web3 companies. The company was founded in 2012 and is based in San Francisco, California.
Raisin provides a savings and investment marketplace. It allows users to compare savings products from banks and credit unions. The company also offers various tools to help users find savings products as per their needs. It was formerly known as SaveBetter. The company was founded in 2012 and is based in Berlin, Germany.
Wealthsimple operates in the investment management industry. The company offers a range of services, including managed investing, investing, and high-interest savings accounts. Its services are designed to help individuals build long-term wealth by maximizing returns and minimizing risk. It was founded in 2014 and is based in Toronto, Canada.
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