Insights

Premium Plan Launch Betterment recently launched a new Premium plan with a 0.65% AUM management fee, presenting an opportunity to target high-net-worth individuals or clients seeking premium services.

Bitcoin & Ethereum Portfolio The introduction of Bitcoin and ethereum portfolios by Betterment for Business indicates a focus on catering to clients interested in cryptocurrency investments, offering a chance to tap into the growing crypto investment market.

Platform for Small Businesses Betterment launched a platform specifically for small businesses to provide employee benefits like student loan 401(k) company match, creating an opening to engage with small businesses seeking modern financial wellness solutions for their employees.

Strategic Partnerships Betterment has formed key partnerships with industry giants like Goldman Sachs and BlackRock, opening up avenues for collaborative sales efforts targeting clients interested in more sophisticated investment strategies and solutions.

Industry Recognition Being awarded as the Best Overall Robo Advisor in 2022 positions Betterment as a trusted and high-performing player in the industry, providing a compelling proposition to potential clients looking for reputable investment platforms.

Betterment Tech Stack

Betterment uses 8 technology products and services including HubSpot CMS Hub, Simon, Marketo, and more. Explore Betterment's tech stack below.

  • HubSpot CMS Hub
    Content Management System
  • Simon
    Customer Data Platforms
  • Marketo
    Marketing Automation
  • B2B2C
    Marketing Automation
  • PartnerStack
    Partner Management Software
  • Kotlin
    Programming Languages
  • Paylocity
    Recruitment Marketing
  • 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?

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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 +1-888-428-9482. 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 May 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 May 2024, Betterment has approximately 486 employees across 5 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer: S. K. L.Chief Executive Officer: S. K. L.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 HubSpot CMS HubSimonMarketoB2B2CPartnerStackKotlinPaylocityYoast 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 May 2024, Betterment has raised $60M in funding. The last funding round occurred on Sep 29, 2021.

When was Betterment founded?

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Betterment was founded in 2010.
Betterment

Betterment

Financial ServicesNew York, United States201-500 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
+1-888-428-9482
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
201-500

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.

  • $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.

  • $50M$100M

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

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