Betterment Revenue and Competitors



Total Funding



Estimated Revenue & Valuation

  • Betterment's estimated annual revenue is currently $105.8M per year.(i)
  • Betterment received $70.0M in venture funding in July 2017.
  • Betterment's estimated revenue per employee is $165,100
  • Betterment's total funding is $435M.
  • Betterment's current valuation is $1.3B.

Employee Data

  • Betterment has 641 Employees.(i)
  • Betterment grew their employee count by 0% last year.

Betterment's People

CEOReveal Email/Phone
CTOReveal Email/Phone
Head Inbound SalesReveal Email/Phone
Head Strategy & Operations, Betterment for AdvisorsReveal Email/Phone
Head Betterment for AdvisorsReveal Email/Phone
SVP OperationsReveal Email/Phone
VP, LegalReveal Email/Phone
VP, General Manager, Betterment at WorkReveal Email/Phone
Head TaxReveal Email/Phone
General CounselReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
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What Is Betterment?

Remember the old way of investing One-size-fits-all services. Hidden fees. Nagging questions and confusion about what to do. We knew there had to be a better way. Betterment is the largest independent online financial advisor that serves one purpose: to help you make the most of your money. Were taking Nobel Prize - winning investment strategies and combining them with cutting edge, tax smart investing technology to maximize take home returns for hundreds of thousands of customers across our three business lines: direct-to-consumer, Betterment for Advisors, and Betterment for Business. For one low, transparent advisory fee, Betterment gives you personalized, fiduciary advice for retirement planning, building wealth, and other financial goals. Then, we invest your money, working to lower taxes and increase long-term returns. Learn more at

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Revenue (est)


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Betterment News

2022-04-17 - What Is A Real Estate Betterment?

Betterment can be a lien, which means it's a debt against the property. It can impact the sale of your home because you must pay the cost of the...

2022-03-22 - Best Robo Advisor 2022: Vanguard and Betterment Win For ...

Vanguard, Betterment Top New Ranking of Robo-Advisers. Morningstar waded through the crowded field and looked at cost, transparency, asset...

2022-03-22 - Investing Options for Roth IRAs from Betterment

Betterment offers a platform that helps to simplify the process of choosing which assets to include in a Roth IRA portfolio. The platform's...

2021-11-17 - Down Payment Dilemma: 5% vs. 20% and Tips for Saving Up

Posted on Nov 17, 2021 Down Payment Dilemma: 5% vs. 20% and Tips for Saving Up Experts at Zillow and Betterment tackle tough questions for first-time buyers Posted in Zillow Research Rapidly rising home prices have made it harder for first-time buyers to save for a down payment and compete f ...

2021-09-30 - Betterment raises $160 million

Digital investment advisor Betterment, Betterment Founded: 2008 Headquarters: New York, NY, US Total Funding: $435M See full company profile "> which has $32 billion in assets under management and nearly 700,000 clients, has secured $160 million in growth capital comprised of a $60 million S ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding

Betterment Funding

DateAmountRoundLead InvestorsReference
2012-10-04$10.0MBMenlo VenturesArticle
2014-04-16$32.0MCCiti VenturesArticle
2015-02-20$60.0MUndisclosedFrancisco PartnersArticle