Betterment - M&A Summary and Business Overview

Financial ServicesCompany

Betterment M&A Summary

Betterment has acquired 2 companies, including 2 in the last 5 years.

Betterment has acquired in 1 US state, and 2 countries. The Company’s most targeted sectors include building materials (50%) and financial services (50%).

Betterment Business Overview

Where is Betterment headquartered?

Betterment is headquartered in New York, New York.

What sector is Betterment in?

Betterment is a financial services company.

When was Betterment founded?

Betterment was founded in 2008.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity2
  • Total Sectors Invested 2
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 1
  • M&A Advisors 1

Betterment

Betterment LLC

61 West 23rd Street, Fifth Floor,
New York, New York 10010
United States,
www.betterment.com

Betterment is an online wealth management platform. Betterment leverages its proprietary software and vertically-integrated technology platform to help retail investors better manage, protect, and grow their wealth, all at a much lower cost than traditional asset managers. The Company’s algorithms automatically invest a customer’s assets across a portfolio of exchange traded funds (ETFs), rebalances investor portfolios, reinvests dividends, and drives ongoing tax loss harvesting to optimize long-term returns.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # - - 1 1 - - 2
Sell (0.0/yr) # - - - - - - 0
  2

Most Recent M&A

Company Date Value Type
Argonaut Asset Management, Inc. 2022-02-08 - Add-on Acquisition
Seattle, Washington · www.makara.com
Wealthsimple's U.S. Investment Advisory Book of Business 2021-03-04 - Divestiture
Toronto, Ontario
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Building Materials 1 (50%) - - -
Financial Services 1 (50%) - - -
Total 2 - - -

By Geo

State/Country Buy Value Sell Value
Canada 1 - - -
  Ontario 1 - - -
United States 1 - - -
  Washington 1 - - -
Domestic 1 (50%) - - -
Cross-border 1 (50%) - - -
Total 2 - - -

Top M&A Advisors

Financial Deals
PJT Partners, Inc.
 1

M&A Connections

Deals
Acquired from
Strategic(s)
50%
1 (50%)

Company Summary

SECTOR

Financial Services

Established

2008

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