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Insights

Growth Opportunity Serving a mid to large client base with 501-1000 employees and a revenue range of 500M to 1B indicates sizable SMB to mid-market potential for enterprise-level retirement, savings, and AI-enhanced advisory solutions.

AI and Automation Drive Recent launches of AI-enabled Account Recommender, AI benchmarking for 401 plans, and 360° 401 integration suggest a strong appetite for AI and automation tools that improve plan governance, decision support, and operational efficiency.

Workplace Financial Benefits Partnerships and product updates for Betterment at Work, OnPay payroll integration, and plan sponsor dashboards point to opportunities selling integrated retirement benefits, payroll-robotics, and HR-facing financial wellness solutions.

Advisory Network Expansion Launch of Betterment Advisor Network signals a channel to connect retail clients with independent RIAs, presenting a cross-sell path for advisory services, platform integrations, and referral programs.

Regulatory and Risk Considerations Class action developments around cash sweep practices highlight demand for enhanced compliance, transparency, and risk controls—opening conversations for fiduciary-focused tools, governance enhancements, and client education services.

Similar companies to Betterment

Betterment Tech Stack

Betterment uses 8 technology products and services including Calendly, Tableau, SendGrid, and more. Explore Betterment's tech stack below.

Media & News

Betterment's Email Address Formats

Betterment uses at least 4 email formats:
Betterment Email FormatsExamplePercentage
First.Last@betterment.comJohn.Doe@betterment.com
76%
First@betterment.comJohn@betterment.com
16%
Last@betterment.comDoe@betterment.com
6%
F.Last@betterment.comJ.Doe@betterment.com
2%

Frequently Asked Questions

What is Betterment's phone number?

Minus sign iconPlus sign icon You can contact Betterment's main corporate office by phone at
+1-888-428-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Betterment's official website and social media links?

Minus sign iconPlus sign iconBetterment's official website is betterment.com and has social profiles on LinkedIn and Crunchbase.

How much revenue does Betterment generate?

Minus sign iconPlus sign icon As of August 2026, Betterment's annual revenue is estimated to be $500M - $1B.

What is Betterment's SIC code and NAICS code?

Minus sign iconPlus sign iconBetterment's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Betterment have currently?

Minus sign iconPlus sign iconAs of August 2026, Betterment has approximately 668 employees across 5 continents, including North America, Asia and Europe. Key team members include Chief Executive Officer: B. V. H., Chief Executive Officer: S. K. and Vice President Finance: B. G. Explore Betterment's employee directory with LeadIQ.

What industry does Betterment belong to?

Minus sign iconPlus sign iconBetterment operates in the Financial Services industry.

What technology does Betterment use?

Minus sign iconPlus sign iconBetterment's tech stack includes Calendly, Tableau, SendGrid, Jamf Pro, Sentry, Mautic, Webflow and Stripe.

What is Betterment's email format?

Minus sign iconPlus sign iconBetterment's email format typically follows the pattern of First.Last@betterment.com. Find more Betterment email formats with LeadIQ.

How much funding has Betterment raised to date?

Minus sign iconPlus sign icon As of August 2026, Betterment has raised $435M in funding. The last funding round occurred on Sep 29, 2021 for $60M.

When was Betterment founded?

Minus sign iconPlus sign iconBetterment was founded in 2010.
Betterment logo

Betterment

Financial ServicesNew York, United States501-1000 Employees

Betterment is a financial services company that operates an investing and savings app designed to help users grow their money. The platform provides goal-setting and planning tools at no extra charge, and enables automated deposits and trading with a single transparent fee. Users can pursue interest accumulation and investment growth, and the service also offers rewards on everyday spending to enhance savings. It also cautions that investing involves risk and performance is not guaranteed.\n\nHeadquartered in New York, New York, Betterment operates within the financial services industry with offerings that span individual investing and employer-focused retirement solutions through Betterment for Business. In May 2026, the company announced an updated plan sponsor dashboard for 401(k) plans, featuring AI benchmarking and centralized administrative tasks to support plan sponsors.

Section iconCompany Overview

Phone number
+1-888-428-****
Website
betterment.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
2010
Employees
501-1000

Section iconMedia & News

Section iconFunding & Financials

  • $435M

    Betterment has raised a total of $435M of funding over 10 rounds. Their latest funding round was raised on Sep 29, 2021 in the amount of $60M as a Debt Financing.

  • $500M - $1B

    Betterment's revenue is estimated to be in the range of $500M - $1B

Company Leadership

  • Chief Executive Officer at Betterment
    B. V. H.
    Chief Executive Officer
    Mobile Phone
  • Chief Executive Officer at Betterment
    S. K.
    Chief Executive Officer
    Mobile Phone
  • Vice President Finance at Betterment
    B. G.
    Vice President Finance
    Mobile Phone
  • Vice President Brand at Betterment
    E. G.
    Vice President Brand
    Mobile Phone
  • Head Of Privacy And Security at Betterment
    B. W.
    Head Of Privacy And Security
    Mobile Phone

Employee Directory

  • Head Of Privacy And Security at Betterment
    B. W.
    Head Of Privacy And Security
    Mobile Phone
  • Vice President Brand at Betterment
    E. G.
    Vice President Brand
    Mobile Phone
  • Vice President at Betterment
    J. L.
    Vice President
    Mobile Phone
  • Head Of Revenue Operations at Betterment
    M. T. V.
    Head Of Revenue Operations
    Mobile Phone
  • Director, Sales Enablement & B2b Marketing at Betterment
    M. M.
    Director, Sales Enablement & B2b Marketing
    Mobile Phone

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