Betterment

15 results about this entity

Period: 16 Oct 2014 - 20 Nov 2024

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Betterment expands charitable giving with donor-advised funds from Daffy

Daffy.org, the modern platform for charitable giving, announces a new integration with Betterment, a leading digital-first wealth management platform, allowing Betterment customers to easily donate low-cost-basis securities to more than 1.5 million U.S. charities through Daffy’s donor-advised fund (DAF).

Goldman Sachs offloads Marcus robo-advisor customers to Betterment

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Goldman Sachs offloads Marcus robo-advisor customers to Betterment

Goldman Sachs continues its retreat from consumer banking, striking a deal to sell its Marcus Invest digital investing accounts to Betterment.

Betterment introduces crypto investing portfolios

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Betterment introduces crypto investing portfolios

Digital investment advisor Betterment is teaming up with Gemini to offer crypto investing portfolios to its 730,000 customers.

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Betterment to offer student loan management

Betterment at Work today announced the launch of its new Student Loan Management solution, and that it has entered into an agreement to acquire the partner and customer relationships of Gradvisor, an innovative platform that provides personalized college savings plans.

Betterment moves into crypto through Makara acquisition

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Betterment moves into crypto through Makara acquisition

Digital investment advisor Betterment is joining the crypto goldrush through the acquisition of Makara. Financial terms were not disclosed.

Robo-advisory firm Betterment reaches unicorn valuation

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Robo-advisory firm Betterment reaches unicorn valuation

Robo advisor Betterment has reached a Unicorn-level valuation of $1.3 billion after securing $160 million in growth capital comprised of a $60 million Series F equity round and a $100 million credit facility.

Betterment acquires rival WealthSimple's US business

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Betterment acquires rival WealthSimple's US business

Digital wealth platform Betterment has acquired the US book of rival Canadian robo advisor WealthSimple.

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Betterment partners with Dosh on cashback offers

Betterment has partnered with Dosh to offer cash back offers for Checking customers. Learn how to make the most of your spending with cash back offers.

Betterment eyes profits, IPO on $70 million round

Betterment eyes profits, IPO on $70 million round

Online financial advisory firm Betterment has raised $70 million, valuing the robo-advisory hybrid at $800 million.

Robo firm Betterment offering referrals to human advisors

Betterment, the largest independent online investment advisor, today announced the next evolution of the company with the release of a new service offering, expanding the company's platform beyond a single digital product to a multi-plan advice offering that includes access to CFP professionals and licensed financial experts.

US fintech firms join forces to push data sharing via APIs

US fintech firms join forces to push data sharing via APIs

A host of US fintech firms - including Betterment, Kabbage and Ripple - have set up an industry group to push for consumers' rights to share their bank financial data with third parties.

Robo-advisor Betterment raises $100m

Robo-advisor Betterment raises $100m

Betterment has raised $100 million in a funding round led by Swedish investment firm Kinnevik which values the American robo-advisor at $700 million.

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