Betterment Raises $60M in Funding

Funding Rounds

Summary

Betterment, a New York City-based automated investing service, raised $60m in funding.In conjunction with the funding, Peter Christodoulo of Francisco Partners joined Betterment’s board of directors.Led by Jon Stein, Founder and CEO, Betterment provides an investing service which which offers a personalized, goal-based, globally diversified portfolio of ETFs.It uses a technology-enabled platform to allow people to manage, protect, and grow their wealth.Launched in 2010, the company manages more than $1.4B of assets in tax-efficient, personalized portfolios for more than 65,000 customers.

$ Funding

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Amount $60.0M Total raised
Date February 17, 2015 Announcement date
Investors Anthemis Group, Francisco Partners, Bessemer Venture Partners Lead investors
Company http://www.betterment.com Funded company

Classifications

industries
Fintech & Banking
applications
Accounting and Taxes

AskAI Classifications

Labels
Financial Technology Automated Investing Software SaaS

Linked Companies

Betterment
$50M to $100M