BETTERMENT

betterment-logo

Betterment is a smart automated investing service that provides optimized investment returns for individual, IRA, ROTH IRA, and rollover 401(k) accounts. Its technology enables users to manage their investments in a customized, diversified portfolio. Charging a management fee of 0.25%, the company enables users to access, view, share, and review their portfolioโ€™s activities as well as deposit and withdraw money from anywhere, anytime. Betterments products also include Tax Loss Harvesting, a program that works to offset taxes on both gains and income; and RetireGuide, a series of online surveys to enable users to determine the success of their long-term financial goals.

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BETTERMENT

Social Links:

Industry:
Finance Financial Services FinTech Impact Investing Retirement

Founded:
2008-08-25

Address:
New York, New York, United States

Country:
United States

Website Url:
http://www.betterment.com

Total Employee:
101+

Status:
Active

Contact:
888-603-9583

Email Addresses:
[email protected]

Total Funding:
435 M USD

Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible Google Analytics Google Tag Manager Google Universal Analytics Domain Not Resolving Mobile Non Scaleable Content IPv6 Cloudflare JS CDN JS


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Current Advisors List

eli-broverman_image

Eli Broverman Board of Directors @ Betterment
Board_member
2007-01-01

charles-birnbaum_image

Charles Birnbaum Observer @ Betterment
Board_observer
2013-06-01

donna-wells_image

Donna Wells Board Member @ Betterment
Board_member
2018-03-08

robert-stavis_image

Robert Stavis Member of the Advisory Board @ Betterment
Advisor
2010-01-01

arvind-purushotham_image

Arvind Purushotham Member of the Advisory Board @ Betterment
Advisor

saman-majd_image

Saman Majd Advisor @ Betterment
Advisor

jonathan-straub_image

Jonathan Straub Advisory Board - Betterment Institutional @ Betterment
Advisor
2014-01-01

david-nikzad_image

David Nikzad Investor @ Betterment
Board_member
2009-10-01

Current Employees Featured

eli-broverman_image

Eli Broverman
Eli Broverman Co-Founder @ Betterment
Co-Founder
2007-01-01

joe-ziemer_image

Joe Ziemer
Joe Ziemer Vice President of Communications @ Betterment
Vice President of Communications
2016-09-01

boris-khentov_image

Boris Khentov
Boris Khentov SVP of Operations & Legal Counsel @ Betterment
SVP of Operations & Legal Counsel
2018-04-01

dan-egan_image

Dan Egan
Dan Egan Director of Behavioral Finance & Investing @ Betterment
Director of Behavioral Finance & Investing
2012-12-01

florian-harr_image

Florian Harr
Florian Harr Staff Software Engineer @ Betterment
Staff Software Engineer
2021-07-01

robert-jenkins_image

Robert Jenkins
Robert Jenkins Investment Committee @ Betterment
Investment Committee
2016-01-01

sophia-russell_image

Sophia Russell
Sophia Russell Lead Site Reliability Engineer @ Betterment
Lead Site Reliability Engineer
2019-03-01

amy-shapero_image

Amy Shapero
Amy Shapero Chief Financial Officer @ Betterment
Chief Financial Officer

mjumbe-poe_image

Mjumbe Poe
Mjumbe Poe Data Engineer @ Betterment
Data Engineer
2019-08-01

nathan-griffith_image

Nathan Griffith
Nathan Griffith Staff Engineer @ Betterment
Staff Engineer
2016-06-15

Founder


eli-broverman_image

Eli Broverman

jon-stein_image

Jon Stein

Acquisitions List

Date Company Article Price
2022-02-23 Gradvisor Gradvisor acquired by Betterment N/A
2022-02-08 Makara Makara acquired by Betterment N/A
2021-03-05 Wealthsimple - U.S. book of business Wealthsimple - U.S. book of business acquired by Betterment N/A
2013-10-18 ImpulseSave ImpulseSave acquired by Betterment N/A

Investors List

investment-ab-kinnevik_image

Kinnevik

Kinnevik investment in Series F - Betterment

aflac-corporate-ventures_image

Aflac Global Ventures

Aflac Global Ventures investment in Series F - Betterment

id8-investments_image

ID8 Investments

ID8 Investments investment in Series F - Betterment

citi-ventures_image

Citi Ventures

Citi Ventures investment in Series F - Betterment

the-private-shares-fund_image

The Private Shares Fund

The Private Shares Fund investment in Series F - Betterment

bessemer-venture-partners_image

Bessemer Venture Partners

Bessemer Venture Partners investment in Series F - Betterment

francisco-partners_image

Francisco Partners

Francisco Partners investment in Series F - Betterment

sukna-ventures_image

Sukna Ventures

Sukna Ventures investment in Series F - Betterment

anthemis-group_image

Anthemis Group

Anthemis Group investment in Series F - Betterment

globespan-capital-partners_image

Globespan Capital Partners

Globespan Capital Partners investment in Series F - Betterment

Newest Events participated

hr-transform-2022_event_image Participated in HR Transform 2022 on 2022-03-15 as sponsor

hr-uncubed_event_image Participated in HR Uncubed on 2017-04-27 as exhibitor

hr-uncubed_event_image Participated in HR Uncubed on 2017-04-27 as sponsor

newco-new-york-festival_event_image Participated in NewCo New York Festival on 2015-05-13 as exhibitor

fintech-hackathon_event_image Participated in FinTech Hackathon on 2013-11-09 as sponsor

techcrunch-disrupt-nyc-2010_event_image Participated in TechCrunch Disrupt NYC 2010 on 2010-05-24 as contestant

Key Employee Changes

Date New article
2020-12-09 Betterment Appoints Sarah Kirshbaum Levy As New CEO

Official Site Inspections

http://www.betterment.com Semrush global rank: 59.74 K Semrush visits lastest month: 1.95 M

  • Host name: 199.60.103.73
  • IP address: 199.60.103.73
  • Location: Canada
  • Latitude: 43.6319
  • Longitude: -79.3716
  • Timezone: America/Toronto

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