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.
Total raised
$435M
Last stage
Series D
Investors
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.
LinkedInJon Stein
Columbia Business School MBA graduate and fintech entrepreneur. Founded Betterment in 2008; served as CEO until December 2020.
LinkedInNo applications, no recruiter spam. Just the intro.
A few questions to make sure this role is the right shape for you. Two minutes.
I write the intro, send it to the founder, and handle the back-and-forth.
If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.