M&A Deal Summary |
|
|---|---|
| Date | 2025-05-14 |
| Target | Rowboat Advisors |
| Sector | Software |
| Buyer(s) | Betterment |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 2008 |
| Sector | Financial Services |
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.
| DEAL STATS | # |
|---|---|
| Overall | 3 of 3 |
| Sector: Software M&A | 1 of 1 |
| Type: Add-on Acquisition M&A Deals | 2 of 2 |
| State: California M&A | 1 of 1 |
| Country: United States M&A | 2 of 2 |
| Year: 2025 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-02-08 |
Makara
Seattle, Washington, United States Makara offers passive exposure to dozens of vetted cryptocurrencies via its thematic baskets, which are tailored to meet different investment goals and interests. Makara is based in Seattle, Washington. |
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