Betterment
BE
Betterment provides automated investing through diversified portfolios, including ETF-based options, for taxable and retirement accounts. Clients can set goals, schedule deposits, and track progress in the app. The company also offers cash management accounts and access to human financial advice for some plans.
Founded by Jon Stein (Founder, Board Member), Eli Broverman (Board Member, Founder)
$1.5B$1.5B secondary
Valuation history
Weekly blended valuation with priced funding rounds marked on the timeline.
$2.4B
blended valuationfunding round
May 31, 2021$847.2MOct 12, 2026
All rounds
8 funding rounds, newest first.
| Round | Announced | Raised | Post-money |
|---|---|---|---|
| Series F | Sep 29, 2021 | $60M | $1.3B |
| Round | Apr 30, 2021 | — | $1.2B |
| Series E | Jul 21, 2017 | $70M | $800M |
| Series E | Mar 29, 2016 | $100M | $700M |
| Series D | Feb 17, 2015 | $60M | $450M |
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Investors
31 investors across all rounds.
- BVBessemer Venture Partners
- MVMenlo Ventures
- CVCiti Ventures
- FPFrancisco Partners
- KIKinnevik
- ANAnthemis
- GCGlobespan Capital Partners
- FGFabrice Grinda
- RSRed Swan Ventures
- SCSquareOne Capital
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Secondary market activity
Recent buy and sell interest for Betterment shares on the secondary market.
| Kind | Implied valuation | Price / share | Date |
|---|---|---|---|
| $1.1B | $9.14 | Oct 19, 2026 | |
| $1B | $8.00 | Oct 18, 2026 | |
| $1.9B | — | Oct 16, 2026 |
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Data as of .