United States · What does Betterment invest in?
Betterment says it invests in Fintech, Impact Investing and Retirement.
What they do
- Type
- Investment firm (from a list, unverified)
- Cheque size
- Not stated
- Sectors
- FintechImpact InvestingRetirement
- Based in
- New York, United States
- Cold pitches
- Not stated
The record
No rounds observed yet. That is a limit of the sources we read, not a finding about the firm. If it has invested, a round will put it here. Know a round it was in? Tell us.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration4 named
KAKhaley A SestakChief Compliance OfficeriForm ADV
PBPeter Brailler LorimerChief Financial OfficeriForm ADV
SKSarah Kirshbaum LevyChief Executive OfficeriForm ADV
SJSeth Joseph RosenbloomGeneral CounseliForm ADV
We also hold 7 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$70Bassets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- Betterment LLC
- SEC number
- CRD 149117
What they claim to have backed
From their own portfolio page (on their website)
1 of 4 we have independently watched raise
XigniteFDIC.govFINRASIPC
Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded.
Companies it bought
Acquisitions by the firm itself
ImpulseSaveUndisclosedOct 2013