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Betterment Holdings Inc.

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Year established

2008

Location

New York NY US

Primary Industry

Financial Services

About

Based in New York, US, and founded in 2008 by Jon Stein, its CEO is Sarah Kirshbaum Levy, Betterment Holdings Inc. operates as an online investing service provider, which offers investment advisory, retirement planning, and brokerage services internationally. As of July 2020, there were 293 people working for the company. In September 2021, Betterment Holdings Inc. has secured USD160 million in growth capital comprised of a USD60 million series F equity round and a USD100 million credit facility led by ORIX Growth Capital with Runway Growth Capital. Bettrement Holdings Inc. offers different investment services that include portfolio options, socially responsible investing, tax-smart investing, charitable giving, 401 (k) rollovers, and retirement income. Betterment Holdings, Inc. offers digital investing plans with an annual fee of 0.25 percent and premium investment plans with an annual fee of 0.40 percent. Betterment Holdings Inc. will use the funding to accelerate the company's growth across its core retail investment products and advisor solutions, and particularly to its growing 401(k) offering for small and medium-sized businesses.
Current Investors
Francisco Partners, Menlo Ventures, Bessemer Venture Partners

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Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking, e-Financial
Website
www.betterment.com
Verticals
FinTech, FinTech, FinTech, FinTech, Mobile Apps
Company Stage
Series F
Total Amount Raised
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