Total Funding
74
71
Total FundingDebt Financing raised
Growth Score
-17 pts
Heat Score
-10 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Betterment is an online investment company that offers investing and retirement solutions for their current clients and clients-to-be.
- Eli Broverman: Co-FounderPast Role: Betterment, COO
Dan Egan: Director of Behavioral Finance & InvestingPast Role: Barclays Investment Bank, Behavioral Finance Specialist
About the Company
Betterment is a smart automated investing service that provides optimized investment returns for individual, IRA, ROTH IRA, and rollover 401(k) accounts. Its technology enables users to manage their investments in a customized, diversified portfolio. Charging a management fee of 0.25%, the company enables users to access, view, share, and review
their portfolio’s activities as well as deposit and withdraw money from anywhere, anytime. Betterments products also include Tax Loss Harvesting, a program that works to offset taxes on both gains and income; and RetireGuide, a series of online surveys to enable users to determine the success of their long-term financial goals.
Women Led
