Company

Betterment

Rocket Ship Rating

Rocket Ship Rating: 96 out of 100

Build wealth with confidence and ease

Wealth & investing

Status: Operatingas of 2026-09-22
Business model: B2C
Headquarters: United States
Customers: 1M+ customers
Legal name: Betterment Holdings, Inc.

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Record updated 8 October 2026

About

Betterment helps you manage your money through cash management, guided investing, and retirement planning.

Funding snapshot

Total raised: $415MSum of rounds, as of 2026-10-08Source (opens in a new tab)
Latest round: Series D+, $60M2021-09-24

Funding rounds

Series D+: $60M2021-09-24, SEC form D sold, 22 investors, post-money $1.3B
Debt: $100M2021-09, Announced
Round, 2017: $70M2017-08-23, SEC form D sold, 13 investors
Round, 2016: $92M2016-03-29, SEC form D sold, 13 investors
Round, 2015: $60M2015-02-18, SEC form D sold, 10 investors
Round, 2014: $30M2014-04-02, SEC form D sold, 10 investors
Round, 2010: $3M2010-11-23, SEC form D sold, 21 investors

Products

Web: Automated investing
Ios: Betterment Invest & Save Money (opens in a new tab)
Android: Betterment Invest & Save Money (opens in a new tab)
Web: Cash Reserve