Betterment
PrivateLast Round
Series F
9/29/2021
Est. Valuation
$1.3B
Total Funding Raised
$435M
Company Overview
Betterment is a financial services company that offers investment advisory services, including cash management, guided investing, and retirement planning through personalized, goal-based strategies with a focus on globally diversified index-tracking exchange-traded funds.
Sector
FinTech
Verticals
Wealth Management, Personal Finance, Digital Banking, HR
Business Model
B2C
Customer Profile
Payment Processing Fee, Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Betterment Comps
Public and private peers based on sector, stage, and business model.
Betterment Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series F | 9/29/2021 | ||||
| Debt | 9/29/2021 | ||||
| Series E Extension | 7/21/2017 | ||||
| Series E | 3/29/2016 | ||||
| Series D | 2/19/2015 | ||||
Series C | 4/15/2014 |
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 |
| Citi Ventures | Series F, Series C |
| City Ventures | Series E |
| 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.
- Mar 9, 2026
Launched AI-enabled Account Recommender tool for Business platform.
- Feb 20, 2026
Launched a pilot referral program for independent advisors.
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.
