Betterment is a technology-driven financial advisory company based in New York City. Founded in 2008, it specializes in automated digital wealth management, retirement planning, and cash management services. Betterment operates as a fiduciary, ensuring it acts in the best interest of its clients.
| Founded | 2010 (16 years) |
| Latest funding | Merger / Acquisition |
| Employees | 750 |
| Headquarters | New York, United States |
| Trusted networks on Proven | 2 investor, bank and government networks offer Betterment at Work to their members |
Company facts from Apollo.io company data. Network, offer and redemption data from the Proven platform. A Proven Score is published once publicly named clients are verified with sources.
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Source: Proven platform data, public records and vendor websites. Vendors cannot pay to change a score. Methodology. Updated 2026-10-21.