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Insights

Partnership Opportunities Betterment partnered with OIC Advisory LLC to offer innovative financial solutions for businesses. Leveraging this partnership can open doors for joint sales opportunities targeting businesses looking for comprehensive financial services.

Product Expansion Potential Introduction of Betterment's Premium plan with new fee structure provides an opportunity for upselling to existing clients or attracting new high net-worth clients seeking premium financial products and services.

Small Business Focus Betterment launched a platform for small businesses to provide financial benefits to employees. This presents an opportunity to approach small business owners for tailored financial solutions and retirement planning services.

Innovation in Crypto With the launch of Bitcoin and ethereum portfolios, Betterment has tapped into the growing trend of cryptocurrency investments. Engaging with tech-savvy clients interested in digital assets can drive sales in this segment.

Industry Recognition Advantage Receiving the 'Best Overall Robo Advisor of 2022' award positions Betterment as a trusted and reputable financial advisor. Utilizing this recognition in sales pitches can instill confidence and attract customers seeking top-notch financial advice.

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Betterment Tech Stack

Betterment uses 8 technology products and services including Cloudflare, Simon, Mautic, and more. Explore Betterment's tech stack below.

  • Cloudflare
    Content Management System
  • Simon
    Customer Data Platforms
  • Mautic
    Marketing Automation
  • HubSpot
    Marketing Automation
  • Stripe
    Payment Processing
  • Node.js
    Programming Languages
  • LinkedIn Sales Navigator
    Sales Enablement
  • Yoast SEO
    Search Engines

Media & News

Betterment's Email Address Formats

Betterment uses at least 1 format(s):
Betterment Email FormatsExamplePercentage
First.Last@betterment.comJohn.Doe@betterment.com
68%
First@betterment.comJohn@betterment.com
21%
Last@betterment.comDoe@betterment.com
8%
FLast@betterment.comJDoe@betterment.com
3%

Frequently Asked Questions

Where is Betterment's headquarters located?

Minus sign iconPlus sign iconBetterment's main headquarters is located at 8 W 24th St New York, New York 10010 US. The company has employees across 5 continents, including North AmericaEuropeAsia.

What is Betterment's phone number?

Minus sign iconPlus sign icon You can contact Betterment's main corporate office by phone at
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+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 stock symbol?

Minus sign iconPlus sign iconBetterment is a publicly traded company; the company's stock symbol is N/A.

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.

How much revenue does Betterment generate?

Minus sign iconPlus sign icon As of September 2024, Betterment's annual revenue reached $75M.

What is Betterment's SIC code NAICS code?

Minus sign iconPlus sign iconBetterment's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 522320 - Financial Transactions Processing, Reserve, and Clearinghouse Activities.

How many employees does Betterment have currently?

Minus sign iconPlus sign iconAs of September 2024, Betterment has approximately 523 employees across 5 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer: S. K. L.Chief Executive Officer: S. K. L.Chief Communications Officer (cco): R. B.. 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 CloudflareSimonMauticHubSpotStripeNode.jsLinkedIn Sales NavigatorYoast SEO.

What is Betterment's email format?

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

How much funding has Betterment raised to date?

Minus sign iconPlus sign icon As of September 2024, Betterment has raised $60M 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

Betterment

Financial ServicesNew York, United States501-1000 Employees

Betterment is an investing and savings app that serves one purpose—to help you grow your money, so that you can live better. Sign up effortlessly to get goal-setting and planning tools at no extra cost. For one low, transparent fee, you can invest your money with automatic deposit and trading features that put your money to work. Earn with interest and investment growth—plus maximize your savings with rewards on your everyday spending. Learn more at Betterment.com. Investing involves risk and performance not guaranteed. 

https://www.betterment.com/social-disclosures/

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Section iconCompany Overview

Headquarters
8 W 24th St New York, New York 10010 US
Phone number
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+1-888-428-****
Website
betterment.com
SIC Code
7389 - Business Services, Not Elsewhere Classified
Stock Symbol
N/A
NAICS Code
522320 - Financial Transactions Processing, Reserve, and Clearinghouse Activities
Founded
2010
Employees
501-1000

Section iconMedia & News

Section iconFunding & Financials

  • $60M

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

  • $50M$100M

    Betterment's revenue is in the range of $50M$100M

Section iconFunding & Financials

  • $60M

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

  • $50M$100M

    Betterment's revenue is in the range of $50M$100M

Company Leadership

Employee Directory

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