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Betterment (company)

Betterment (company)

An online-investment adviser registered by the u.s. securities and exchange commission

Betterment is a financial advisory company that offers an online-investment advice and is registered by the u.s. securities and exchange commission. Betterment helps people to manage their money through cash management, guided investing, and retirement planning.

Betterment has the mission to provide the best possible answer, from the cash that people spend today to the money they save for tomorrow and beyond. The company believes that peoples' money is a connection to the things they want and the life they want to live.

The company helps people to set their financial goals and sets them up with investment portfolios for each goal. The company works on peoples' long-term financial needs such as retirement, next year's vacation, or a down payment. Its investment strategy is built on low-cost ETFs (exchange-traded funds) and a risk profile that is based on how long people plan to invest.

Betterment Securities is a member of SIPC, which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash).

Timeline

February 8, 2022
Betterment Enters the Cryptocurrency Market by Acquiring Makara
September 29, 2021
Betterment raises a $160,000,000 series F round.
July 2017
Betterment raises a $70,000,000 series E round from Bessemer Venture Partners, Francisco Partners, Kinnevik and Menlo Ventures.
March 29, 2016
Betterment raises a $100,000,000 series E round from Anthemis Group, Bessemer Venture Partners, Citi Ventures, Francisco Partners, Globespan Capital Partners, Kinnevik AB and Menlo Ventures.
February 17, 2015
Betterment raises a $60,000,000 series D round from Anthemis Group, Bessemer Venture Partners, Francisco Partners, Menlo Ventures and Northwestern Mutual.
April 2014
Betterment raises a $32,000,000 series C round from Anthemis Group, Bessemer Venture Partners, Citi Ventures, Globespan Capital, Menlo Ventures and Northwestern Mutual Capital.
October 3, 2012
Betterment raises a $10,000,000 series B round from Anthemis Group, Bessemer Venture Partners and Menlo Ventures.
December 1, 2010
Betterment raises a $3,000,000 series A round from Anthemis Group and Bessemer Venture Partners.

Funding rounds

Patents

Further reading

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Documentaries, videos and podcasts

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News

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Description
FinSMEs
September 29, 2021
FinSMEs
About | Advertise | Contact | Disclaimer | News | The Daily Deal Newsletter FinSMEs.com by FinSMEs is licensed under a Creative Commons Attribution-NonCommercial-NoDerivs 3.0 Unported License.
Mark Reeth
May 7, 2021
Business Insider
During a recent webinar, the CEOs of Rockefeller Capital Management and Betterment made it clear they won't let clients invest in cryptos just yet.
Dori Zinn
April 28, 2021
CNET
Is 2021 the year you start investing? Try it out with one of the best robo-advisors available right now.
Laura Grace Tarpley, CEPF
April 20, 2021
Business Insider
Betterment Checking refunds foreign transaction and ATM fees. Betterment Cash Reserve pays a high interest rate.
Betterment
April 16, 2021
www.prnewswire.com:443
/PRNewswire/ -- Betterment, the largest independent digital investment advisor, today announced a record-breaking close to the first quarter of 2021....
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References

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