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Betterment Stock and Valuation

Capital Markets/Institutions
Year Founded
New York, NY

Betterment Valuation Estimate

Based on UpMarket valuation model
$1.21 billion

Betterment Valuation as of Last Funding Round

As of 09/28/21, according to PitchBook Data, Inc.
$1.30 billion

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Betterment Company Overview

Betterment is a leading digital investment platform that offers automated and personalized investment solutions. With a focus on simplicity and long-term investor success, Betterment provides users smart portfolios tailored to their individual goals and risk tolerance. By leveraging technology and sophisticated algorithms, Betterment optimizes investment strategies, provides personalized advice, and helps individuals achieve their financial aspirations, with up to 11x the national average of earnings on a savings account. Investments up to $2 Million in Betterment are are also insured by the FDIC.

Betterment Valuation History

Betterment Stock Price

The stock price of Betterment can be calculated by taking the valuation of the company divided by the number of shares outstanding. Because a private company can issue new shares at any time, we do not know the current number of shares outstanding.

For illustrative purposes, however, assuming Betterment has issued 250 million shares, at the estimated UpMarket valuation of $1.21 billion, each share of Betterment stock would be worth $4.85.

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If you would like to buy shares in Betterment, please provide your information in the form at the top of this page and click the button titled “I want to buy this stock.”

One of our investor relations team members will contact you to discuss Betterment stock availability. Note: inquiries are non-binding and shares may only be purchased by accredited investors that meet all eligibility criteria.

UpMarket has offered many similar companies as Pre-IPO investments, including Airbnb, SpaceX, ByteDance, Plaid, Kraken, Databricks, and others. UpMarket also often has funds available that invest in a portfolio of companies potentially including, Betterment as well.

Betterment Management

Name Position
Sarah Levy CEO
Peter Lorimer CFO
Mike Reust President

Betterment Company News

Betterment Investors

FJ Labs

Bessemer Venture Partners

Citi Ventures

Menlo Ventures

Inertia Ventures

Red Swan Ventures

Snow Fox Partners

Meros Equity Global Management

Betterment Related Companies

About UpMarket

UpMarket's mission is to unlock the private markets for individual investors.

We provide access to a range of asset classes and investment strategies that span private equity, hedge funds, crypto, real estate, and other alternative assets.

The problem

Historically, accessing private market investments had these challenges:
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  • Time-intensive because sourcing deals is a lot of work even if you’ve got a great network, and
  • Costly because of investment-related diligence costs, paperwork, and legal fees

The solution

UpMarket works to address these barriers for individual investors by:
  • Offering lower investment minimums
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UpMarket Investment Curation Process

Upmarket curates and conducts diligence on every investment opportunity we offer.

We review every offering’s strategy, risk management, liquidity management, fees and expenses, valuation methodology, tax matters, as well as the fund’s third-party providers including legal counsel, auditor, administrator, and custodian.

We aim to offer our clients investments from disciplined managers that pursue unique strategies across an array of asset classes.

Our goal is to empower you to build a portfolio that best meets your individual Investment objectives.

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