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Betterment Overview

Financial ServicesCompany

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.

Betterment

Betterment LLC

450 West 33rd Street, FL 11,
New York, New York 10001
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. Betterment was founded in 2008 and is based in New York, New York.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.6/yr) # - 1 1 - - 1 3
Sell (0.0/yr) # - - - - - - 0
  3

Top M&A Advisors

Financial Deals
PJT Partners
 1

Company Summary

SECTOR

Financial Services

Established

2008


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