Automated investing and high-yield cash management for retail investors.
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.
Fintech📍 New York, USAFounded 2008
Current Valuation
$1.1B
as of 2023-Q2
UNICORN
QL Price
$623.63M
-46% vs last round
QuantLogix's current estimate for Betterment, published 2026-10-07 — below the last disclosed round of $1.1B (2023-Q2).
Confidence
medium
Basis
blended
What backs this price
Last disclosed round
$1.1B
2023-Q2
weight 0.1
Secondary market print
$538.2M
2026-06-27
weight 0.54
Public-company comparables
$227.97M
2023-Q4
weight 0.02
How this price has held up
No round has priced for Betterment since QuantLogix began publishing a price for it, so there is nothing to grade yet. The claim above is on the record from 2026-10-07 and will be graded against the next priced round. See the full accuracy record →
Which publicly-traded funds already hold it, what $10,000 buys, and whether any route is open to you.
Cite this price as QuantLogix QL Price, Betterment, 2026-10-07 (48600b884f59fa0e).
The id pins this exact claim, so a citation stays checkable after the price moves.
Model estimate for research — not a quote, target price, or investment advice.
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.
How much has Betterment raised?
Betterment has raised $435M in total, most recently a Secondary in Apr 2023.
Is Betterment publicly traded — can you buy Betterment stock?
No. Betterment is a private company — its shares are not listed on any exchange and there is no ticker. The routes to exposure are pre-IPO secondary marketplaces and funds (accredited investors), employee tender offers when the company runs one, and public companies with read-through exposure. QuantLogix maps every route it can verify for Betterment on its Pre-IPO Access Desk.
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.
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 6mo 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 downtrend
-16% vs 2026-08
Open roles
26
via greenhouse
Product-build share
31%
engineering, research, product, design
Trajectory
tightening
balanced build + GTM — 31% builders vs 69% go-to-market/G&A — scaling both sides.
Open roles trending down; no tracked executive churn.
Open roles by month
Open roles by function
■ product-building ■ go-to-market / G&A
Sr. Engineering ManagerSr. Engineering Manager, Application SecuritySr. IT Systems EngineerSr. Program Manager, Business Systems & ToolingSr. Staff EngineerSr. Technical Product & Program Manager, Platform Engineering
Counted from Betterment's live job board as of 2026-09-16; 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.