Betterment
New York
About Betterment
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 portfolio’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.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 501 – 1,000
- Estimated revenue: $100K – $500K
- Total funding: $435.0M
- Funding stage: Late Stage Venture
- Last round: Debt Financing (Sep 2021)
- Website: betterment.com
- Phone: 888-603-9583
Industries & Categories
Finance, Financial Services, FinTech, Impact Investing, Retirement
Social Profiles
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