Betterment

Finance · New York, United States · 501-1,000 Employees

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Overview

Headquarters

8 W 24th St Fl 6, New York City, New Yor...

Phone Number

(646) 600-8263

Revenue

$274.3 Million

Industry

Finance Securities Trading
ZI Rank: 12
Signal Type
Dec
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Apr
May
ZI Rank
8
12
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11
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12

About Betterment

Founded in 2008 and headquartered in New York, NY, Betterment is an online financial advisor that provides portfolio-based investment options.Explore more
Betterment's Social MediaPopular SearchesBetterment LLCbetterMEntBetterment Holdings IncBetterment IncBetterment| LLCSIC Code 62,628NAICS Code 52,523Show more

Betterment Org Chart

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Chief Executive Officer

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Peter Lorimer, Chief Financial Officer at Betterment
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Chief Financial Officer

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KR
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Chief Marketing Officer

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FL
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Chief Financial Officer

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SL
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Chief of Staff & Head of Strategy

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KS
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Chief People Officer

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CG
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Vice President, Controller

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Betterment

$274.3M
501-1,000
Private
$435M
2008
$365M
201-500
Public
$689.5M
2011
JC
Jamie CoffeyPresident and CEO At Wealthfront Brokerage LLC
$294.1M
1K - 5K
Private
$80M
2010
Joshua Mayer, Chief Operating Officer, Apl at InvestCloud
Joshua MayerChief Operating Officer, Apl
$262.9M
501-1,000
Private
$570.6M
2012
Kasia Leyden, Global Chief Marketing Officer at Acorns
Kasia LeydenGlobal Chief Marketing Officer
$197.5M
201-500
Private
$319.2M
2015
$174.7M
501-1,000
Private
$81.5M
1993
$52.5M
201-500
Private
$606.2M
2015
Steven Hodgeman, Chief Financial Officer at Stash
Steven HodgemanChief Financial Officer
Illustration of an envelopeCompany Insights

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Betterment financials insights

Gather financial insights about Betterment, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2010

Series A

$3M

2012

Series B

$10M

2014

Series C

$32M

2015

Series D

$60M

2017

Series E

$170M

2021

Series F

$60M

Debt

$100M

See All Betterment's Financials Insights

Betterment Tech Stack

A closer look at the technologies used by Betterment

Most Recent Scoops

Open Position
Person-Based
Finance, Tax
Person-Based
Consumer Finance, Finance
Event
Person-Based
Events, Customer Marketing, Customer Retention & Development, Marketing Strategy, Podcast
Person-Based
Governmental Affairs & Regulation, Regulations
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Betterment News & Media

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Top Finance Companies

Frequently Asked Questions Regarding Betterment

What is Betterment's official website?
Betterment's official website is www.betterment.com
What is Betterment's Revenue?
Betterment's revenue is $274.3 Million
What is Betterment's SIC code?
Betterment's SIC: 62,628
What is Betterment's NAICS code?
Betterment's NAICS: 52,523
How many employees does Betterment have?
Betterment has 501-1,000 employees
What industry does Betterment belong to?
Betterment is in the industry of: Finance, Securities Trading
What is Betterment competition?
Betterment top competitors include: Wealthfront, Acorns, M1 Finance, Stash
What companies has Betterment acquired?
Betterment has acquired the companies: Makara, Rowboat Advisors
What technology does Betterment use?
Some of the popular technologies that Betterment uses are: Freshservice, Zingfit, Backbone.js, Mixpanel
Who is the CFO of Betterment?
Betterment's CFO is Peter Lorimer
How do I contact Betterment?
Betterment contact info: Phone number: (646) 600-8263 Website: www.betterment.com
What does Betterment do?

Founded in 2008 and headquartered in New York, NY, Betterment is an online financial advisor that provides portfolio-based investment options.... Read More

What are Betterment social media links?
Betterment Linkedin page Betterment Twitter page Betterment Facebook page
Who invested in Betterment?
Betterment has 28 investors including Anthemis Group, Bessemer Venture Partners, Thomas Lehrman and Anthemis Group.
Is Betterment a public company?
Betterment is private company therefore does not currently have an official ticker symbol
See more information about Betterment

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