Betterment
Betterment, established in 2009, is a US-based wealth manager and registered investment advisor. It provides investment advisory services, financial planning, portfolio management, retirement planning, and pension consulting.
Betterment
Betterment, established in 2009, is a US-based wealth manager and registered investment advisor. It provides investment advisory services, financial planning, portfolio management, retirement planning, and pension consulting. Betterment advises individuals, trusts, employer-sponsored plans, and legal entities.
General information
Firm type
Bank / Wealth / Trust
Year founded
2009
AUM
—
Location
Region
—
Country
—
City
New York
Corporate office
450 West 33rd Street Floor 11
Frequently asked questions
What is Betterment?
Betterment is a bank / wealth / trust headquartered in New York.
When was Betterment founded?
Betterment was founded in 2009.
Where is Betterment headquartered?
Betterment is headquartered in New York.
What does Altss track for Betterment?
Altss maintains an OSINT-verified profile of Betterment covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Betterment's website?
Betterment's public website is www.betterment.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Betterment?
Betterment is classified by Altss as a Bank / Wealth / Trust.
How does Altss source intelligence on Betterment?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Betterment?
Betterment's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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