📊 This is a company profile preview from Tablestat.com Request a Free Trial Now

Company profile: Betterment

1.1 - Company Overview

Betterment Logo

Betterment

Headquarter: United States
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of automated investing and retirement solutions, including guided portfolios using low-cost ETFs, Cash Reserve and no-fee checking with FDIC insurance, retirement planning, and access to licensed financial advice for individual, IRA, Roth IRA, and rollover 401(k) accounts.

Products and services

  • Automated Investing Technology: An algorithm-driven platform that produces expert-built diversified portfolios, guides retirement growth, and lets users access, view, share, and review investments, for a 0.25% management fee
  • Guided Investing: An ETF-based product that engineers goal-oriented portfolios using low-cost ETFs, with adjustable risk profiles determined by goal type and investment duration for customized diversification
  • Retirement Planning: A tax-optimized service that architects advice on IRA and Roth IRA options, rollover 401(k) strategies, and tax-efficient withdrawals aligned to long-term financial needs

Key contacts

🔒
🔒

Financial details

🔒

1.2 - Competitors and similar companies to Betterment

RealtySlices Logo

RealtySlices

HQ: United States Website
  • Description: Provider of a marketplace for fractional real estate investing, connecting real estate sponsors and investors on a trusted Blockchain platform.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full RealtySlices company profile →
JP Jenkins Logo

JP Jenkins

HQ: United Kingdom Website
  • Description: Provider of a trading platform delivering liquidity solutions to private and unlisted companies, including a matched bargain facility that connects buyers and sellers through a network of regulated brokers, liquidity options for shareholders of privately held companies, and assisted financing that links companies with suitable brokers and placing agents.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full JP Jenkins company profile →
Monarch Money Logo

Monarch Money

HQ: United States Website
  • Description: Provider of a subscription-based all-in-one personal finance platform to track expenses, consolidate financial tools, and collaborate with partners or advisors across devices, with best-in-class data connectivity to sync all accounts, AI-powered transaction rules, flexible budgeting with rollovers, investment tracking, and customizable dashboard and reports.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Monarch Money company profile →
RhineVest Logo

RhineVest

HQ: United States Website
  • Description: Provider of fee-only, registered investment advisory services delivering financial planning and investment management, leveraging an automated investment platform. Clients can schedule meetings online and meet with an advisor virtually.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full RhineVest company profile →
Groundbreaker Logo

Groundbreaker

HQ: United States Website
  • Description: Provider of an all-in-one software suite for small to medium-sized commercial real estate investment firms that raise outside capital, automating fundraising, reporting, investment management, and investor relations. Includes an investor portal, on-brand reporting, fundraising and distribution automation (ACH), K-1 sharing, and secure deal rooms.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Groundbreaker company profile →
🔒

2.M&A buyers

2.1 Potential strategic acquirers in the sector

🔒
🔒
🔒
🔒 View all strategic buyers with complete profiles
Start Free Trial →

2.2 - Strategic buyer groups for Betterment

🔒

Buyer group 1: ████████ ████████

●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒 View all companies in this group
Request Free Trial Now →
🔒

Buyer group 2: ████████ ████████

●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒 View all companies in this group
Request Free Trial Now →
🔒

Buyer group 3: ████████ ████████

●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒 View all companies in this group
Request Free Trial Now →
🔓 Unlock all detailed buyer group breakdowns with complete company profiles
Start Free Trial →

3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to Betterment

2.2 - Growth funds investing in similar companies to Betterment

🔒 View all growth equity funds with complete profiles
Start Free Trial →

4 - Top valuation comps for Betterment

4.2 - Public trading comparable groups for Betterment

🔓 Unlock all public trading comparable groups with complete valuation data
Start Free Trial →

4.3 - M&A Transactions similar to Betterment

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
🔒 View all M&A transactions with complete deal terms
Request Free Trial Now →

Frequently Asked Questions

About Betterment

What does Betterment do?

Betterment is a provider of automated investing and retirement solutions, including guided portfolios using low-cost ETFs, Cash Reserve and no-fee checking with FDIC insurance, retirement planning, and access to licensed financial advice for individual, IRA, Roth IRA, and rollover 401(k) accounts.

Who are Betterment's competitors?

Betterment's competitors and similar companies include RealtySlices, JP Jenkins, Monarch Money, RhineVest, and Groundbreaker.

Where is Betterment headquartered?

Betterment is headquartered in United States.

How many employees does Betterment have?

Betterment has 1,000 employees 🔒.

When was Betterment founded?

Betterment was founded in 2010 🔒.

What sector and industry vertical is Betterment in?

Betterment is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Betterment

Who are the top strategic acquirers in Betterment's sector and industry

Top strategic M&A buyers and acquirers in Betterment's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for Betterment?

Top strategic M&A buyers groups and sectors for Betterment include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in Betterment's sector and industry vertical

Which are the top PE firms investing in Betterment's sector and industry vertical?

Top PE firms investing in Betterment's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in Betterment's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in Betterment's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in Betterment's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to Betterment include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in Betterment's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Betterment?

The key public trading comparables and valuation benchmarks for Betterment include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for Betterment for public valuation benchmarks?

Our platform tracks detailed public trading comparable groups and valuation benchmarks for Betterment with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in Betterment's sector and industry vertical?

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for Betterment with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in Betterment's' sector and industry vertical?

Access recent funding rounds and capital raises in Betterment's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

Ready to Find the Right Buyers?

Access complete buyer lists, valuation data, and M&A intelligence for Betterment