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Betterplan

Tu experiencia de Wealth Management privado comienza acá. Servicio premium de ahorro e inversión. Regulados por la CMF.

Founded 2019 Chile Chile 24 employees Venture round Total: $2.28M Financial Services, Platforms

General Information

Company Name Betterplan
Founded Year 2019
Location Chile Chile
Employees 24
Industries Financial Services, Platforms
Funding Stage Venture round
Social

BounceWatch is an independent company data service, not affiliated with Betterplan. To contact Betterplan, visit betterplan.cl.

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About Betterplan

Betterplan is a Chile-based Financial Services startup founded in 2019. The company's slogan, "Tu experiencia de Wealth Management privado comienza acá. Servicio premium de ahorro e inversión. Regulados por la CMF.", reflects its commitment to offering a premium private wealth management experience. Betterplan's platform provides access to independent wealth management services, connecting users with expert financial advisors to optimize their investment portfolio. The company prides itself on its open architecture, granting users access to a wide range of top-tier funds and ETFs from around the world, free from conflict of interest.

Recently, Betterplan secured a significant $2.28M in a Venture Round investment on 01 December 2022, signaling investor confidence in the company's potential and the wealth management industry. As the startup continues to expand its reach and offerings, it presents an exciting opportunity for investors seeking exposure to the evolving landscape of wealth management and financial services platforms.

Business keywords: Wealth Management, Private Wealth, Financial Advice, Financial Planning, Technology, Investment, Finance, Savings, Pershing

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Venture Round $2.28M -
01 Dec 2022

Betterplan Alternatives & Competitors

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FAQ About Betterplan

Tu experiencia de Wealth Management privado comienza acá. Servicio premium de ahorro e inversión. Regulados por la CMF.
Betterplan was founded in 2019.
Betterplan is headquartered in Chile.
Betterplan operates in Financial Services and Platforms. Its work centres on Wealth Management, Private Wealth, Financial Advice and Financial Planning.
Betterplan has approximately 24 employees.
Betterplan has completed 1 funding round, raising a total of $2.28M. The latest funding stage is Venture round.
Top alternatives and competitors to Betterplan include Plenty, Finansialku, Dentist Advisors, SPF Private Clients, Cashvisory. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Betterplan and Plenty 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 Betterplan, https://bouncewatch.com/company/betterplan, updated 6 January 2025. When citing, please name BounceWatch and link this page.

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