Betterment LLC

Betterment LLC

Betterment LLC

Date Founded



61 W. 23rd Street, New York, New York, 10010, United States

Type of Company


Employees (Worldwide)



Investment Services & Portfolio Management
Internet Software & Services
IT Consulting & Services
Accounting & Financial Services

Company Description

Betterment's methodology advises clients to invest in well-diversified stock market holdings for strong, long-term returns, along with Treasury bonds for steady income that is superior to typical bank interest rates with lower volatility than the equities markets. The firm implements their strategy by recommending a portfolio of broad market index ETFs and Treasury Bond ETFs. Once in place, Betterment's online platform enables clients to fine-tune their allocation to match their individual needs. The firm manages all client portfolios directly.

Contact Data
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Executives & Employees

Co-Founder & Chief Executive Officer

Chief Financial Officer

Chief Operating Officer

Director of Communications

Director of Behavioral Finance & Investing

Senior Marketing Manager

Office Manager

Chief Compliance Officer & General Counsel

GM of Retail & Advisor Businesses

Associate General Counsel

Board of Directors

Senior Investment Director at Kinnevik New Ventures AB

Former President & Chief Executive Officer at Blucora, Inc.

Tech Partner at Rally Ventures Management LLC

Director at Betterment Holdings, Inc.

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Betterment LLC
Recent Transactions
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Betterment LLC purchases Impulsesave, Inc.

Advisors & Consultants

Bessemer Venture Partners focuses on early-stage venture capital investments across a variety of industries including: clean technology, cloud computing, cyber security, financial services, healthcare, infrastructure 2.0, mobile technology, and online retail. The firm invests globally. They also have specific investment mandates focusing on Brazil, India, Israel and Russia.


Menlo Ventures provides capital for multi-stage consumer, enterprise and life sciences technology companies. Since 1976, the firm’s market-driven analysis has led to the identification of opportunities and successful investments in innovative markets. Notable areas of investment include Marketplaces (Uber,, Breather, RealtyShares, Getaround); Consumer Services (Machine Zone, Tumblr, Betterment, Poshmark, Roku, Siri); Smart Cloud Infrastructure (Dropcam, 3Par, Avi Networks, Avere Systems, eero); SaaS (Carbonite, Signifyd, Clarifai, Overops, Usermind); Fintech (Betterment, Bluevine, RealtyShares); Cybersecurity (Cavium, IronPort, BitSight, vArmour, Dedrone); and Life Sciences Technology (Synthego, Cofactor Genomics, Recursion Pharmaceuticals, 3T Biosciences). Menlo’s portfolio includes more than 70 public companies, and more than 100 mergers and acquisitions, with $5 billion under management. The firm is currently investing in Menlo Ventures XIV, a $450 million early-stage fund, as well as its $250 million Menlo Special Opportunity Fund, which targets early-growth investments.


Partner, Investment Team at Bessemer Venture Partners


Principal at AdvicePeriod LLC


Partner Emeritus at Menlo Ventures Management LP

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Co-Founder at Monica & Andy, Inc.

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Limited Partner at Lead Edge Capital Management LLC

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Limited Partner at Lead Edge Capital Management LLC

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