Betterment
Total Raised
$435MInvestors Count
2Deal Terms
7Betterment Funding, Betterment Valuation & Betterment Revenue
9 Fundings
Betterment's latest funding round was a Series F for $60M on September 29, 2021.
Betterment's valuation in July 2017 was $800M.
Betterment's latest post-money valuation is from September 2021.
Sign up for a free trial to see Betterment's valuations in September 2021, March 2016, February 2015 and more.
Date | Round | Amount | Investors | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Revenue | Sources |
|---|---|---|---|---|---|---|
9/29/2021 | Series F | $60M | 22 | |||
9/29/2021 | Line of Credit | |||||
7/21/2017 | Series E - II | ▲$800M | ||||
3/29/2016 | Series E | |||||
2/17/2015 | Series D |
Date | 9/29/2021 | 9/29/2021 | 7/21/2017 | 3/29/2016 | 2/17/2015 |
|---|---|---|---|---|---|
Round | Series F | Line of Credit | Series E - II | Series E | Series D |
Amount | $60M | ||||
Investors | |||||
Valuation | ▲$800M | ||||
Revenue | |||||
Sources | 22 |
Betterment Deal Terms
7 Deal Terms
Betterment's deal structure is available for 7 funding rounds, including their Series F from September 29, 2021.
Round | Series F | Series E - II | Series E | Series D | Series C |
|---|---|---|---|---|---|
Funding Date | |||||
Pre-Money Valuation | |||||
Post-Money Valuation | |||||
Amount Raised | |||||
Shares Authorized | |||||
Issuance Price | |||||
Dividend Rate | |||||
Liquidation Preferences | |||||
Liquidation Price | |||||
Participation | |||||
Conversion Price | |||||
Anti Dilution | |||||
General Voting | |||||
Board Voting | |||||
Par Value |
Round | Funding Date | Pre-Money Valuation | Post-Money Valuation | Amount Raised | Shares Authorized | Issuance Price | Dividend Rate | Liquidation Preferences | Liquidation Price | Participation | Conversion Price | Anti Dilution | General Voting | Board Voting | Par Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Series F | |||||||||||||||
Series E - II | |||||||||||||||
Series E | |||||||||||||||
Series D | |||||||||||||||
Series C |
Betterment Investors
2 Investors
Betterment has 2 investors. Globespan Capital Partners invested in Betterment's Series A funding round.
First funding | Last Funding | Investor | Rounds | Board Seats | Type | Location |
|---|---|---|---|---|---|---|
4/24/2003 | 4/24/2003 | 1 Series A | Venture Capital | Massachusetts | ||
Venture Capital | Massachusetts |
First funding | 4/24/2003 | |
|---|---|---|
Last Funding | 4/24/2003 | |
Investor | ||
Rounds | 1 Series A | |
Board Seats | ||
Type | Venture Capital | Venture Capital |
Location | Massachusetts | Massachusetts |
Betterment Acquisitions
5 Acquisitions
Betterment acquired 5 companies. Their latest acquisition was Gradvisor - Partner and Customer Relationships on February 23, 2022.
Date | Investment Stage | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Total Funding | Note | Sources |
|---|---|---|---|---|---|---|
2/23/2022 | Acquired Unit | 1 | ||||
2/23/2022 | ||||||
2/8/2022 | ||||||
3/4/2021 | ||||||
10/18/2013 | Seed / Angel |
Date | 2/23/2022 | 2/23/2022 | 2/8/2022 | 3/4/2021 | 10/18/2013 |
|---|---|---|---|---|---|
Investment Stage | Seed / Angel | ||||
Companies | |||||
Valuation | |||||
Total Funding | |||||
Note | Acquired Unit | ||||
Sources | 1 |
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