Automated investing and high-yield cash management for retail investors.
Fintech📍 New York, USAFounded 2008
Current Valuation
$1.1B
as of 2023-Q2
UNICORN
IPO Outlookprivate
Is Betterment going public?
No. Betterment is private and has not filed to go public. There is no S-1 on file.
What is Betterment's valuation in 2026?
Betterment is valued at $1.1B as of 2023-Q2, set by its Secondary (Apr 2023). That is the last confirmed mark, not a live price — private shares do not trade continuously.
Has Betterment filed an S-1?
No public S-1 is on file for Betterment.
Who are Betterment's investors?
Betterment's investors include Kinnevik, Bessemer Venture Partners, Menlo Ventures, Anthemis Group, Francisco Partners.
Answers are derived from the roster record shown on this page — filing status, last round and confirmed marks. Where the record is silent, the answer says so rather than guessing.
Betterment is one of the original robo-advisors, offering algorithmically-managed taxable investment accounts, IRAs, 401(k)s, high-yield cash, and crypto portfolios for retail investors. AUM grew to $55B+ by February 2025 and $65B+ by November 2025 with over 1M customers. Last priced round was a $160M Series F in 2017 at ~$800M; the $1.15B figure reflects a 2023 secondary-market mark, not a primary round.
Company Profile
CEO
Sarah Levy
Founded
2008
HQ
New York, USA
Employees
~400
Total Raised
$435M
Est. Revenue
$153M (2023-Q4)
IPO Status
private
Fundraising Status
Secondary · 3y 4mo ago
privateTotal raised $435M
Secondary Market
Implied price / share
$5.88
Last round price / share
$12.56
vs last round
-53.2%
Open interest
2
Last round price vs secondary price
Secondary price return by period
Implied per-share price from private secondary transactions, as of Jun 2026. This is a point estimate, not a quote — the feed carries no bid, ask or spread, and a secondary print is evidence of what someone paid on that date rather than a live market. Compare across every tracked name →
Latest Funding Round
Round
Amount
Date
Lead Investor
Post-Money
Secondary
—
Apr 2023
—
—
Talent Signal
Hiring trend
▶ Hiring steady
23% of roles posted in last 30d
Open roles
31
via greenhouse
Product-build share
42%
engineering, research, product, design
Trajectory
steady
balanced build + GTM — 42% builders vs 58% go-to-market/G&A — scaling both sides.
Actively hiring with no tracked executive churn.
Open roles by month
Open roles by function
■ product-building ■ go-to-market / G&A
Engineering Manager, Detect & RespondSr. Engineering Manager, Application SecuritySr. Engineering Manager, Broker DealerSr. Full Stack Software Engineer - Product EngineeringSr. IT Systems EngineerSr. Mobile Engineer
Counted from Betterment's live job board as of 2026-08-17; role functions classified from posting titles. Open-role counts are an activity signal, not headcount. Refreshed monthly.
Founders & Key People
Jon SteinEli Broverman
Investors
Kinnevik · Bessemer Venture Partners · Menlo Ventures · Anthemis Group · Francisco Partners
Private-company numbers are not real-time. Reflects publicly disclosed valuations from press releases, news reports, and tender offers as of 2023-Q2. Refreshed quarterly.