highperformr logo

Betterment's Overview

Total employees583
HeadquartersNew York
Founded2010

Betterment is a leading independent digital investment advisor (robo-advisor) headquartered in New York City. The company offers automated, goal-based investing services, cash management solutions (checking and high-yield cash reserve accounts), and personalized financial advice, primarily through its online platform and mobile apps. Betterment aims to make investing simpler, more accessible, and more efficient for individuals by leveraging technology to manage diversified portfolios tailored to customer risk tolerance and financial goals. They serve retail investors as well as providing solutions for financial advisors (Betterment for Advisors) and employers (Betterment for Business 401(k)).

Where is Betterment's Headquarters?

HQ Function

Serves as the central hub for executive leadership, product development, engineering, marketing, operations, design, and corporate functions.

Notable Features:

Modern office space designed for collaboration, likely featuring open floor plans, meeting rooms equipped with technology, common areas, and amenities typical of a contemporary tech company.

Work Culture:

Generally described as collaborative, fast-paced, and mission-driven, focusing on using technology to improve financial outcomes for customers. Emphasis on transparency and data-driven decisions.

HQ Significance:

Located in a major global financial and technology center, providing access to talent, partnerships, and industry events. The NYC location anchors its presence in the US financial services industry.

Values Reflected in HQ: The office design likely reflects values such as innovation (modern tech setup), collaboration (open spaces), and transparency (accessible leadership areas).

Location:

While Betterment's physical offices are located within the United States (primarily NYC, Denver, and Philadelphia), its services are primarily focused on US-based clients due to regulatory and operational complexities of international financial services. Its platform is accessible online, but account opening is generally restricted to US residents. Support functions like engineering and customer service operate from its US offices to serve its client base.

Street Address:

8 W 24th St

City:

New York

State/Province:

NY

Country:

USA

Betterment's Global Presence

Denver, CO / USA

Address: Specific street address not publicly listed, but presence confirmed in Denver.

Provides geographic diversification for talent acquisition, operational resilience, and potentially serves clients or functions specific to the Mountain West region.

Philadelphia, PA / USA

Address: Specific street address not publicly listed, but presence confirmed in Philadelphia.

Access to talent in the Philadelphia metro area, potentially supporting East Coast operations and the advisor network.

Buying Intent Signals for Betterment

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of Betterment

As of April 2025, Betterment' leadership includes:

Sarah Kirshbaum Levy - Chief Executive Officer (CEO)
Mike Reust - President & Chief Operating Officer (COO)
Dan Egan - VP of Behavioral Finance & Investing
Andrew Glenn - Chief Financial Officer (CFO)
Kimberly Dula - Chief People Officer
Kevin Sculley - Chief Commercial Officer
Deepa Soni - Chief Technology Officer (CTO)
Kwame Goodall - Chief Information Security Officer (CISO)

Investors of Betterment

Betterment has been backed by several prominent investors over the years, including:

Kinnevik AB
Menlo Ventures
Bessemer Venture Partners
Francisco Partners
Anthemis Group
Citi Ventures
Globespan Capital Partners
Treasury
Aflac Ventures

Executive New Hires/Exits in the Last 12 Months

Hire1
Exits0

Over the past year, Betterment has seen some key executive appointments, notably strengthening its technology and security leadership, while maintaining stability in top roles like CEO.

New Appointments:

Kwame Goodall, Kwame Goodall appointed as Betterment's CISO to lead information security strategy and operations.

Technology (Tech Stack) used by Betterment

Discover the tools Betterment uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Betterment Email Formats and Examples

Betterment primarily uses the first initial followed by the last name for its employee email addresses.

[first_initial][last]@betterment.com

Format

jdoe@betterment.com

Example

85%

Success rate

News and media

CNBCMay 14, 2024

Betterment enhances crypto offering with expert-built portfolios

Betterment updated its cryptocurrency offering, introducing four expert-built, diversified crypto portfolios managed through Betterment, aiming to simplify crypto investing for its clients alongside traditional assets....more

Business WireApril 11, 2024

Betterment Launches New Brand Identity and National Advertising Campaign

Betterment unveiled a refreshed brand identity, including a new logo and visual system, along with a national advertising campaign titled 'Investing for Your Goals, Not Someone Else’s.' The campaign emphasizes personalized, goal-based investing....more

Help Net SecurityNovember 29, 2023

Betterment hires Kwame Goodall as Chief Information Security Officer

Betterment announced the appointment of Kwame Goodall as its new Chief Information Security Officer (CISO) to oversee the company's security strategy and protect customer data and assets....more

InvestmentNewsSeptember 29, 2023

Betterment launches new cash management accounts for advisors

Betterment for Advisors introduced new cash management solutions, including Cash Reserve (high-yield savings) and Checking accounts, specifically designed for financial advisors to offer their clients through the Betterment platform....more

Highperformr’s free tools for company research

Explore Employees by Region or Country

See where a company’s workforce is located, by country or region.

View Funding Details

View past and recent funding rounds with amounts and investors.

Understand Revenue Insights

Understand company revenue estimates and financial scale.

Track Active Job Openings

Track active roles and hiring trends to spot growth signals.

Review Product and Offerings

Discover what a company offers—products, platforms, and solutions.

Get SIC or NAICS Codes

Get the company’s official SIC and NAICS classifications.

Analyze Website Traffic Trends

Analyze visitor volume, engagement, and top traffic sources.

Discover Social Profiles and Engagement

Explore LinkedIn, Twitter, and other active social profiles.

Identify Top Competitors

Identify top competitors based on similar business traits.

Research and Discover Companies with Highperformr — Smarter, Faster

Explore companies in depth — from the tech they use to recent funding, hiring trends, and buyer signals — all in one powerful view.

Highperformr AI helps you surface the right accounts and enrich your CRM with verified company and contact insights, so your teams can prioritize and engage faster.

  • Track intent signals to find buyers who are actively in-market
  • Enrich contacts and companies instantly, no need to switch tools
  • Automate workflows to stay ahead of every change
  • Connect your CRM & tools for seamless data sync and activation

Thousands of companies, including Betterment, are just a search away.