Betterment

Betterment

  • FOUNDING YEAR: 2008
    LOCATION:
    United States
    REGION:
    New York
    Last Update:
    14 Feb, 2020

Description

FOCUS

PRODUCTS & SERVICES:
Provides services for financial planning, retirement, IRAs, trust & tax loss harvesting, and help its users by automating investing services to manage, protect, and grow their wealth.
REVENUE MODEL:
Viewable by subscribers only
MAIN CLIENTS:
Invested, Burgess Financial Planning, and Henfruit.
EXISTING PARTNERSHIPS:
Fidelity, and XY Planning Network.
COMMENT
The company aims at giving its customer 4.30% higher returns compared to a typical DIY investor.

PEOPLE

MEDICI analysts will analyze Betterment soon

TRACTION

Insufficient information for accurate analysis

MOMENTUM

FUNDED:
YES
TOTAL FUNDING:
$275 Millions
DATE OF LAST FUNDING:
Aug 2017
TOTAL FUNDING COMMENT:
The company will use its fund to build new products. (July 2017)
FUNDING SERIES:
SERIES A
$3 Millions Closed: Dec 2010
SERIES B
$10 Million Closed: Oct 2012
SERIES C
$32 Millions Closed: Apr 2014
SERIES D
$60 Millions Closed: Feb 2015
SERIES E
$170 Million Closed: Jul 2017
Secondary Market
ebopkxjsgw Closed: Aug 2017
LISTED:
NO

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