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Betterment
Investing Made Better
At a glance
- Founded
- 2008
- Headquarters
- New York City, United States
- Sector
- Fintech
- Power Law
- Unicorn$1–10B valuation tierThoroughbred$100M+ revenue
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Series A4 investors entered at this stage
- RCReinmkr Capital
Red Swan Ventures- ADAndy Dunn
Bessemer Venture Partners
Series B and later14 investors entered at this stage
- AVAflac Ventures
- CVCiti Ventures
- FPFrancisco Partners
- NVNorthwestern Mutual Future Ventures
Kinnevik
Anthemis Group- TRTreasury
- GPGlobespan Capital Partners
Menlo Ventures- TFThe Private Shares Fund
- SCSquareOne Capital
- NMNorthwestern Mutual
- IIID8 Investments
- SHSharesPost
Ownership
Estimated cap table from Dealroom's shareholder data — share of equity by holder. Stakes as last recorded by Dealroom (2026). Percentages are indicative.
Some investors are hidden on this public profile. See the full cap table on Dealroom →
Source: Dealroom Talent Intelligence.
Alumni founders
Former Betterment employees who went on to found companies, sorted by Dealroom signal score.
CLClassPassEst. 2012
Mary BigginsUnited States
SASpark AdvisorsEst. 2020
Alex ZhangUnited States
Han KeUnited States
VAVanillaEst. 2019
Steve LockshinUnited States
COCoralEst. 2023
Nizar DhamaniUnited StatesGlobal footprint
team presence
across markets
Investments and acquisitions
Disclosed deals where Betterment was the backer or acquirer, 2013–2025. Toggle between venture rounds, M&A, or both. The map below is grouped by the target company's sector — the colored pill on each chip is the round type.
4 deals across Betterment's capital deployment.
Where the deals concentrate by sector, stage, and decade.
Betterment's portfolio, mapped.
Market sentiment
An AI-synthesised read of the highest-engagement posts about Betterment on X, ranked by likes and reposts, corporate channels excluded.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
See Betterment on the full Dealroom platform
Live deal flow, founder pedigree, hiring signals, revenue trajectory, and the full cap table.
