Betterment
PrivateLast Round
Debt
Sep 29, 2021
Est. Valuation
$1.3B
Total Funding Raised
$435M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
Betterment is a financial services company that provides digital investment advisory services, including cash management, guided investing, and retirement planning through personalized, goal-based strategies.
Sector
FinTech
Verticals
Wealth Management, Personal Finance, Investment Platforms, Digital Banking
Business Model
B2C
Customer Profile
Revenue Share, Subscription SaaS, Payment Processing Fee
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Betterment Comparables
Compare Betterment with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Wealthfront | 87% | |
| M1 | 81% | |
| Acorns | 78% | |
Betterment Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Debt | Sep 29, 2021 | ||||
| Series F | Sep 29, 2021 | ||||
| Series E Extension | Jul 21, 2017 | ||||
| Series E | Mar 29, 2016 | ||||
| Series D | Feb 19, 2015 | ||||
Series C | Apr 15, 2014 |
Key People
Founding team and executive leadership
Betterment Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Red Swan Ventures | Series A |
| Runway Growth Capital | Debt |
| ORIX Growth Capital | Debt |
| Citi Ventures | Series E, Series F, Series C |
| ORIX USA | Debt |
| Aflac Ventures | Series F |
| Northwestern Mutual Capital | Series C, Series D |
Market signals
Structured signals derived from secondary market and firmographic data.
- May 10, 2026
Reached over $70 billion in assets for more than 1 million clients.
- May 10, 2026
Serves more than 1 million clients.
Betterment Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Betterment's valuation, stock price, and market status.