Betterment
Highly Engaged Employees
Highly Engaged EmployeesFinance · New York, United States · 501-1,000 Employees
View Company Info for Free
Overview
Headquarters
8 W 24th St Fl 6, New York City, New Yor...Phone Number
(646) 600-8263Website
www.betterment.comRevenue
$274.3 MillionIndustry
ZI Rank: 11
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
12
14
11
13
12
11
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 Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Betterment your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Betterment, which may be a good buyer, showed buying intent in Masked Content Topic
Website visits: Recent activity has been detected on your website
Funding: Get notified immidiatlly once Betterment has new funding data
Congratulate Masked Content for being promoted to Masked Content at Betterment
Click to see if Betterment had a recent Job posting/layoffs
Check out if Betterment is spiking on competitors!
Earning: See what the market has to say on Betterment recently announced quarterly report
Product Launch: Get notified when Betterment launches new products
Check if Betterment has recently received funding, and reach out quickly before it becomes old news!
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Recommended Actions
Find VP level buyers at Betterment
Find 2 more new buyers
Compare Similar Companies to Betterment
Compare insights from companies similar to Betterment, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile 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
Betterment Tech Stack
A closer look at the technologies used by Betterment
Most Recent Scoops
Open Position
Person-Based
Financial Planning, Employee Engagement
Person-Based
Banking, Consumer Finance, Finance, Investor Relations
Open Position
Person-Based
Finance, Tax
Betterment News & Media
Betterment at Work Rolls Out Updated Plan Sponsor Dashboard With AI Benchmarking for 401(k) Plans
AI-powered insights give employers additional benchmarking data on how plans compare to national averages NEW YORK, May 20, 2026 /PRNewswire/ -- Betterment at Work, a leading provider of modern 401(k) solutions for growing businesses, today announced a redesigned plan sponsor dashboard...OnPay, Betterment at Work Partner to Deliver 401(k) Solutions for SMBs
OnPay, a payroll and human resources platform, has introduced a comprehensive integration with Betterment at Work, a provider of modern retirement plans. Announced today, the collaboration introduces a fully connected 401(k) offering that allows businesses to handle payroll deductions and retirement benefits within a single,... Read MoreBetterment’s ‘Anti‑Marketing’ Machine
Investment app Betterment is running what CMO Kim Rosenblum calls an “anti-marketing” playbook. Her team oversees growth, and they spend a lot of time strategizing about user acquisition. But once someone becomes a user, it’s up to Rosenblum to keep them calm, hands-off and focused on the long term – which is hard to do […] The post Betterment’s ‘Anti‑Marketing’ Machine appeared first on Chief Marketer.Betterment Extends Solo 401(k) Offering to National Wealth Management Partners
Launch enables large advisor networks including HUB, Osaic and others, to deliver streamlined digital retirement solutions to self-employed clients NEW YORK, April 8, 2026 /PRNewswire/ -- Betterment Advisor Solutions, a tech-enabled custodian, today announced a Solo 401(k) offering to...
Read more news
Top Finance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Betterment
Sign Up For FreeTo access detailed company insights
Founded in 2008 and headquartered in New York, NY, Betterment is an online financial advisor that provides portfolio-based investment options.... Read More
