Betterplan
PrivateLast Round
Early Funding
Aug 25, 2026
Total Funding Raised
$3.4M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Betterplan is a fintech company that provides wealth management and financial advisory services through a hybrid model of a technology platform and human advisors.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Personal Finance
Business Model
B2C
Customer Profile
Services & Consulting, Payment Processing Fee
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Betterplan Comparables
Compare Betterplan with similar companies based on industry and business-model similarity.
Betterplan Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Early Funding | Aug 25, 2026 | ||||
| Series A | Sep 1, 2022 | ||||
| Angel | Nov 1, 2020 |
Betterplan Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Dadneo | Early Funding |
| ChileGlobal Ventures | Series A |
| HCS Capital Partners | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 25, 2026
Raised $1.1M with Dadneo as an investor.
- Sep 1, 2022
$2.3M round led by HCS Capital Partners and ChileGlobal Ventures.
Recent news
Latest coverage and updates
- receives_financingSep 7, 2026
Betterplan received financing of $1.1M in investment round on Sep 9th '26.
- expands_offices_toSep 7, 2026
Betterplan will expand offices to Argentina, South America, Americas on Oct 1st '26.
Betterplan Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Betterplan's valuation, stock price, and market status.
Is Betterplan a public or private company?
Betterplan is a private company.
What is the current stock price of Betterplan?
Betterplan is a private company with no public stock price. No recent secondary market data is available.
How much is Betterplan worth (valuation)?
Valuation information for Betterplan is not publicly available.
Can I buy Betterplan stock?
Betterplan shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was Betterplan's last funding round?
Funding round information for Betterplan is not publicly available.
Who are the main investors in Betterplan?
Investor information for Betterplan is not publicly disclosed.
Will Betterplan IPO soon?
No public IPO plans have been announced for Betterplan.
How can I track Betterplan secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Betterplan's secondary market activity and sign up for updates.