Total Raised

$435M

Investors Count

2

Deal Terms

7

Betterment 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

$99M

0

FY undefined

22

9/29/2021

Line of Credit

$99M

0

FY undefined

10

7/21/2017

Series E - II

$99M

$800M

0

FY undefined

10

3/29/2016

Series E

$99M

$99M

0

FY undefined

10

2/17/2015

Series D

$99M

$99M

0

FY undefined

10

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

$99M

$99M

$99M

$99M

Investors

Valuation

$99M

$800M

$99M

$99M

Revenue

0

FY undefined

0

FY undefined

0

FY undefined

0

FY undefined

0

FY undefined

Sources

22

10

10

10

10

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

$99M

$99M

$99M

$99M

$99M

Pre-Money Valuation

$99M

$99M

$99M

$99M

Post-Money Valuation

$99M

$99M

$99M

$99M

Amount Raised

$99M

$99M

$99M

$99M

$99M

Shares Authorized

Issuance Price

$99M

Dividend Rate

$99M

Liquidation Preferences

$99M

Liquidation Price

Participation

Conversion Price

Anti Dilution

$99M

General Voting

$99M

$99M

$99M

$99M

$99M

Board Voting

$99M

$99M

$99M

$99M

$99M

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

$99M

$99M

$99M

$99M

$99M

$99M

Series E - II

$99M

$99M

$99M

$99M

$99M

$99M

Series E

$99M

$99M

$99M

$99M

$99M

$99M

Series D

$99M

$99M

$99M

$99M

$99M

$99M

Series C

$99M

$99M

$99M

$99M

$99M

$99M

$99M

$99M

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

00/00/0000

00/00/0000

Kodiak Venture Partners

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Venture Capital

Massachusetts

First funding

4/24/2003

00/00/0000

Last Funding

4/24/2003

00/00/0000

Investor

Kodiak Venture Partners

Rounds

1
Series A

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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

$99M

Acquired Unit

1

2/23/2022

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$99M

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10

2/8/2022

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$99M

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10

3/4/2021

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$99M

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10

10/18/2013

Seed / Angel

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$99M

$99M

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10

Date

2/23/2022

2/23/2022

2/8/2022

3/4/2021

10/18/2013

Investment Stage

Seed / Angel

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

$99M

Note

Acquired Unit

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Sources

1

10

10

10

10

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