Amount Raised
$160 Million
Round Type
Funding Round
New YorkFinancial ServicesMobileDescription
Betterment, the largest independent digital investment advisor with $32 billion in assets under management and nearly 700,000 clients, announced today that it has secured $160 million in growth capital comprised of a $60 million Series F equity round and a $100 million credit facility.
Quick answer
Betterment raised $160 Million in a Funding Round round, dated September 29, 2021. Betterment is based in New York, United States.
- How much did Betterment raise?
- Betterment raised $160 Million in a Funding Round round on September 29, 2021.
- What does Betterment do?
- Betterment is the largest independent digital investment advisor, offering investing and retirement solutions alongside their everyday services for spending and saving.
- Where is Betterment based and how big is it?
- Betterment is based in New York, United States. Fundz records about 676 employees.
- Who are the decision-makers at Betterment?
- Fundz holds 2 contacts at Betterment, including the Chief Executive Officer. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
Who else raised in Financial Services and Mobile around the same time
Companies in the same sectors as Betterment that raised within 45 days of this round, from Fundz verified event records.
- Moduit raised $4.5M (Pre-Series A) on November 10, 2021.
- Notabene raised $10M (Funding Round) on November 8, 2021.
- Vakilsearch raised $10M (Funding Round) on October 29, 2021.
- Billy raised $3.5M (Seed) on October 27, 2021.
- QED Investors raised an undisclosed amount (Funding Round) on September 16, 2021.
- NMI raised an undisclosed amount on September 9, 2021.
Who to call at Betterment, and when
A new round usually means Betterment is about to hire and buy. The teams that reach out first get the meeting.
- An alert the day Betterment raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Betterment, from your own LinkedIn network
Works inside ChatGPT and Claude. Ask who to call at Betterment. With Fundz connected, it knows.
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Fundz sees it the moment Betterment raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Related People
Betterment raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.
145 of these a day, filtered to the companies you pick, with the decision-maker attached.
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