Betterment

Betterment

New York, NY, USA
667 employees
Fintech
Series D · $435M

About Betterment

Betterment is the largest independent online financial advisor, offering automated investing, retirement accounts (IRAs, 401(k)s), high-yield cash management, and checking services to individual consumers, small businesses, and independent RIAs. It serves customers by combining automated investment technology with personalized financial planning, acting as a registered investment adviser and broker-dealer. The platform manages over $56 billion in assets under management across more than 900,000 customer accounts.

Company details

Team Size667
LocationNew York, NY, USA
IndustryFintech

Funding

Total raised

$435M

Last stage

Series D

Investors

Bessemer Venture Partners
Menlo Ventures
Francisco Partners
KKinnevik
AAflac Global Ventures

Founders

EB

Eli Broverman

NYU School of Law graduate and lawyer. Co-founded Betterment in 2008; stepped away from daily operations in 2017 to focus on early-stage companies.

LinkedIn
Jon Stein

Jon Stein

Columbia Business School MBA graduate and fintech entrepreneur. Founded Betterment in 2008; served as CEO until December 2020.

LinkedIn

What happens next.

No applications, no recruiter spam. Just the intro.

01

Confirm the fit

A few questions to make sure this role is the right shape for you. Two minutes.

02

I pitch you to the company

I write the intro, send it to the founder, and handle the back-and-forth.

03

A meeting lands on your calendar

If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.