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Insights

Strategic Partnership Opportunities Betterment recently partnered with OIC Advisory LLC and Arena Investor, indicating the company's openness to collaborations. Exploring potential collaborations with Betterment for Business can lead to mutually beneficial strategic partnerships and business growth opportunities.

Expansion into Small Business Market The launch of a platform for small businesses by Betterment for Business showcases a strategic move towards catering to the needs of small business owners. This presents an opportunity for sales professionals to target small businesses looking to provide financial benefits to employees through Betterment's services.

New Product Offerings Betterment's introduction of a new Premium plan and the launch of Bitcoin and ethereum portfolios indicate a focus on innovation and diversification. Sales teams can leverage these new product offerings to attract customers interested in advanced investment options and personalized financial solutions.

Competitive Positioning Advantage Being awarded the Best Overall Robo Advisor of 2022 positions Betterment as a market leader in the digital investment advisory space. Sales representatives can use this accolade to showcase Betterment's credibility, reliability, and expertise compared to competitors like Robinhood, Personal Capital, and Wealthfront.

Tailored Sales Approach Understanding Betterment's tech stack, including tools like HubSpot and LinkedIn Sales Navigator, can provide insights for a targeted sales approach. Leveraging these technologies, sales development representatives can engage in personalized outreach, lead nurturing, and relationship building to attract and retain clients effectively.

Similar companies to Betterment

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
69%
First@betterment.comJohn@betterment.com
21%
Last@betterment.comDoe@betterment.com
7%
FLast@betterment.comJDoe@betterment.com
3%

Frequently Asked Questions

Where is Betterment's headquarters located?

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Betterment'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?

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You can contact Betterment's main corporate office by phone at . 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?

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Betterment is a publicly traded company; the company's stock symbol is N/A.

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

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Betterment's official website is betterment.com and has social profiles on LinkedIn.

How much revenue does Betterment generate?

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As of September 2024, Betterment's annual revenue reached $75M.

What is Betterment's SIC code NAICS code?

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Betterment'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?

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As 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: B. V. H.Chief Executive Officer: S. K.. Explore Betterment's employee directory with LeadIQ.

What industry does Betterment belong to?

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Betterment operates in the Financial Services industry.

What technology does Betterment use?

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Betterment's tech stack includes CloudflareSimonMauticHubSpotStripeNode.jsLinkedIn Sales NavigatorYoast SEO.

What is Betterment's email format?

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

How much funding has Betterment raised to date?

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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?

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Betterment 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/

Section iconCompany Overview

Headquarters
8 W 24th St New York, New York 10010 US
Phone number
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 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

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