Betterment Holdings

Finance · New York, United States · 51-200 Employees

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Overview

Headquarters

450 W 33rd St Fl 11, New York, New York,...

Revenue

$13.8 Million

Industry

Finance Software Securities Trading Financial Software
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
1
1
1
1
1

About Betterment Holdings

This website is operated and maintained by Betterment LLC, an SEC Registered Investment Advisor. Terms & Legal Unless otherwise specified, all return figures shown above are for illustrative purposes only, and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market circumstances. This website is for investment professionals only. It is not intended for use by private investors. Investments: Not FDIC Insured No Bank Guarantee May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Betterment's charges and expenses. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. See full disclosures for more information. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Betterment is not registRead more
Betterment Holdings's Social MediaPopular SearchesBetterment Holdings IncBetterment for AdvisorsSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Betterment Holdings

$13.8M
51-200
Private
-
2014
N/A
$187.7M
201-500
Private
-
1996
AM
Anita MushellVice President and Managing Director
$146.9M
201-500
Private
-
2005
Hersh Cohen, CIO Emeritus and Portfolio Manager at ClearBridge Investments
Hersh CohenCIO Emeritus and Portfolio Manager
$83.5M
51-200
Private
-
1983
R. Thomas Manning, Jr., President, Chief Executive Officer & Principal at FLPutnam Investment Management
R. Thomas Manning, Jr.President, CEO & Principal
$30.9M
51-200
Private
-
1976
MH
Martin HarrisAttorney & President
$16.7M
51-200
Private
-
-
NR
Nikki ReichardtDirector, Client Relations & Manager, Office
$6.2M
51-200
Private
$5M
1979
RG
Raymond GooleyChief Marketing Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Betterment Holdings is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Betterment Holdings is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Betterment Holdings.

Betterment Holdings Tech Stack

A closer look at the technologies used by Betterment Holdings

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Frequently Asked Questions Regarding Betterment Holdings

What is Betterment Holdings's official website?
Betterment Holdings's official website is www.bettermentforadvisors.com
What is Betterment Holdings's Revenue?
Betterment Holdings's revenue is $13.8 Million
What is Betterment Holdings's SIC code?
Betterment Holdings's SIC: 62,628
What is Betterment Holdings's NAICS code?
Betterment Holdings's NAICS: 52,523
How many employees does Betterment Holdings have?
Betterment Holdings has 51-200 employees
What industry does Betterment Holdings belong to?
Betterment Holdings is in the industry of: Finance, Software, Securities Trading
What is Betterment Holdings competition?
Betterment Holdings top competitors include: Disciplined Equities Management, ClearBridge Investments, Hartford Funds, FLPutnam Investment Management
What technology does Betterment Holdings use?
Some of the popular technologies that Betterment Holdings uses are: Mixpanel, DoubleClick, LiveRamp, Google Universal Analytics
What does Betterment Holdings do?

This website is operated and maintained by Betterment LLC, an SEC Registered Investment Advisor. Terms & Legal Unless otherwise specified, all return figures shown above are for illustrative purposes only, and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market circumstances. This website is... for investment professionals only. It is not intended for use by private investors. Investments: Not FDIC Insured No Bank Guarantee May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Betterment's charges and expenses. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. See full disclosures for more information. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Betterment is not registered. Market Data by Xignite. See how we determine the largest independent online financial advisor. The information provided by Betterment Support is educational only and is not investment or tax advice. Betterment, the Betterment Speedometer, Betterment for Advisors, Betterment for Business, Tax-Coordinated Portfolio, TLH+, and Tax Loss Harvesting+ are trademarks of Betterment Holdings, Inc.Read More

What are Betterment Holdings social media links?
Betterment Holdings Linkedin page
Is Betterment Holdings a public company?
Betterment Holdings is private company therefore does not currently have an official ticker symbol
See more information about Betterment Holdings

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