Products

Signal Tracker Data Platform Data Enrichment API Intelligence desk

Solutions

Inward Investment & Aftercare Deal Origination Executive Search Corporate Development Signal-Based Outbound Competitive Intelligence Funding Signals Competitor Monitoring For Sales Teams For Founders For Agencies For Investors

Explore

Companies Live Signals Markets Trends

Resources

Signal Checker Blog Integrations FAQ Contact
Login Book a demo
Betterment logo — Investing and saving made easy.

Betterment

Investing and saving made easy.

Founded 2010 United States New York, United States 645 employees Total: $335.00M Finance, Financial Services +1

General Information

Company Name Betterment
Founded Year 2010
Location United States New York, United States
Founders / Decision Makers
Team member
Employees 645
Industries Finance, Financial Services, Fintech
Business Model B2C, Platform, SaaS
Revenue Model Service Fee, Tiered Pricing, Freemium
Social

BounceWatch is an independent company data service, not affiliated with Betterment. To contact Betterment, visit betterment.com.

Is this your company?

Confirm with your work e-mail, get the Verified badge and keep this profile correct yourself. Search engines and AI assistants read it every day.

Get Verified

How does Betterment compare?

A PDF of Betterment and up to 10 competitors you pick: team, funding, traffic and every dated move of the last 90 days. Each company is re-checked on the day you order, so it is current.

See a sample report

This takes a few seconds: we look beyond our own index too.

Meeting Betterment soon?

A one-page PDF brief: what it does, key facts, the last 90 days of dated moves and questions worth asking. Re-checked on the day you order. See a sample

About Betterment

Betterment, founded in 2010, is a pioneering Fintech company based in the United States.

With the slogan, “Investing and saving made easy,” Betterment is transforming the landscape of personal finance. The company aims to streamline the investing and savings experience, offering users a range of tools to grow their money efficiently. The app features goal-setting and planning without extra charges, and its investing services come with a low, transparent fee. Additionally, it offers features such as automatic deposits and trading, optimizing user's earnings through interest and investment growth.

Betterment secured its latest funding round—a $60.00M Debt Financing—on 01 September 2021, attracting a consortium of top-tier investors including Anthemis Group, Bessemer Venture Partners, Kinnevik, and Menlo Ventures. This strong backing reflects confidence in Betterment's business model and growth potential within the highly competitive Financial Services sector.

Business keywords: Automated Investing, Investment Management, Retirement Planning, Tax Optimization, Goal Setting Tools, Portfolio Management, Financial Technology, IRA Management, Rollover 401(k), Tax Loss Harvesting, Diversified Portfolios, Online Brokerage, Savings Growth, Financial Advisory, Investment Growth

Services & Products

Automated Investing Solutions
Tax-Savvy Investing Tools
High-Yield Cash and Checking Services
Retirement Account Management
Self-Directed Trading
Advisory Services

Target Customers

Individuals Employers Financial Advisors Self-Employed Individuals High-Net-Worth Investors

Funding Rounds & Investors (8)

View All
Funding Stage Amount Investors Lead Investors Date
Debt Financing $60.00M 10
Anthemis Group Bessemer Venture Partners Kinnevik
Anthemis Group, Bessemer Venture Partners +8
01 Sep 2021
Round Undisclosed 2
Sharespost SquareOne Capital
Sharespost, SquareOne Capital
01 Apr 2021
Series E $70.00M 4
Bessemer Venture Partners Kinnevik Menlo Ventures
Bessemer Venture Partners, Kinnevik +2
01 Jul 2017
Series E $100.00M 6
Anthemis Group Bessemer Venture Partners Kinnevik
Anthemis Group, Bessemer Venture Partners +4
01 Mar 2016
Series D $60.00M 5
Anthemis Group Bessemer Venture Partners Menlo Ventures
Anthemis Group, Bessemer Venture Partners +3
01 Feb 2015
Series C $32.00M 7
Anthemis Group Bessemer Venture Partners Citi Ventures
Anthemis Group, Bessemer Venture Partners +5
01 Apr 2014
Series B $10.00M 4
Anthemis Group Bessemer Venture Partners Menlo Ventures
Anthemis Group, Bessemer Venture Partners +2
01 Oct 2012
Series A $3.00M 4
Bessemer Venture Partners Red Swan Ventures reinmkr capital
Bessemer Venture Partners, Red Swan Ventures +2
01 Nov 2010

Latest News

View All
'Disrupted or dead': AI is crushing a generation of startups built before ChatGPT — Cnbc
'Disrupted or dead': AI is crushing a generation of startups built before ChatGPT
Cnbc Jun 01, 2026
Swedish VC Kinnevik hails "encouraging sign" of increased IPO and M&A acti... — Tech
Swedish VC Kinnevik hails "encouraging sign" of increased IPO and M&A activity
Tech Jul 08, 2025
Latin America open finance specialist Belvo raises $43m — Fintechfutures.com
Latin America open finance specialist Belvo raises $43m
Fintechfutures.com Jun 03, 2021

Betterment Alternatives & Competitors

View All Alternatives
Betterment vs
Albert
Albert United States

Your personal financial assistant who knows it all and does it all for you.

Series C
317 employees
Finance, Financial Services
Compare Betterment vs Albert
Betterment vs
Stash
Stash United States

We’re helping everyday Americans invest and build wealth. (stsh.app/disclosures)

Acquired
244 employees
Finance, Fintech
Betterment vs
Cápsula
Cápsula Mexico

Unlock investing for everyone

10 employees
Financial Services, Fintech
Also compare with: Betterment vs Stockal Stockal View all alternatives

FAQ About Betterment

Investing and saving made easy.
Betterment was founded in 2010.
Betterment is headquartered in New York, United States.
Betterment operates in Finance, Financial Services and Fintech. Its work centres on Automated Investing, Investment Management, Retirement Planning and Tax Optimization. Its customers include Individuals, Employers and Financial Advisors.
Betterment has a B2C, Platform and SaaS business model. Its revenue comes from Service Fee, Tiered Pricing and Freemium.
Betterment has approximately 645 employees.
Betterment has completed 8 funding rounds, raising a total of $335.00M.
Betterment offers: Automated Investing Solutions, Tax-Savvy Investing Tools, High-Yield Cash and Checking Services, Retirement Account Management, Self-Directed Trading, Advisory Services.
Top alternatives and competitors to Betterment include Albert, Stash, Cápsula, Wealthsimple, Climb. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Betterment and Albert are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Betterment, https://bouncewatch.com/company/betterment, updated 24 May 2026. When citing, please name BounceWatch and link this page.

Analytics cookies (ours + Google). Cookie Policy

Book a demo 30 minutes