Betterment Valuation Analysis: Latest Market Insights & Trends

Betterment Valuation and Overview

Sectors

Financial, InvestmentTech

Headquarters

8 W 24th St, New York, New York, 10010, United States

CEO

Sarah Kirshbaum Levy

Betterment shares, as of Apr 21, 2025, are valued at a price per share implying an approximate 6.74% premium to their to their last round.Betterment shares, as of Apr 21, 2025, are valued at a price per share implying an approximate 6.74% premium to their to their last round. Betterment shares, as of April 21, 2025, are valued at a price per share implying an approximate +18.99% relative to the most recent significant secondary market activity in October 2023, according to PM Insights' market data. PM Insights uses a market-driven derived price methodology to determine Betterment's valuation when recent secondary market transactions are limited or unavailable, as is currently the case for Betterment.

Series F Valuation

Latest funding round

$1.3B

XXXXX

2021-09-23

XX-XX-XXXX

PM Insights Implied Valuation

$1.39B

2025-04-21

AV Implied Valuation

XXXXX

XX-XX-XXXX

Change since Last Round

+6.74%

2021-09-23 ➞ 2025-04-21

Change since Last Round

XXXXX

XX-XX-XXXX

Secondary Activity

XXXXX

Volume

XXX

(90 day period)

Bid

XXX

Ask

XXX

Bid

Ask

Business Partnerships

Targeted Impact

Who Will Benefit?

What Comes Next?

Betterment Growth Timeline

No items found.

Betterment and Competition

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Betterment Market Inteligence Snapshot

Betterment Annual Revenue & Year-Over-Year Growth Rate

Betterment generated $153.4M in revenue as of 2023, reflecting a year-over-year growth rate of +69.27%, according to PM Insights' market research. Betterment carries a 10.04x revenue multiple as of Apr 21, 2025, according to PM Insights' venture secondary market data.

Betterment Secondary Market ROI (Return on Investment)

Betterment shares, as of April 21, 2025, are valued at a price per share implying an approximate +18.99% relative to the most recent significant secondary market activity in October 2023, according to PM Insights' market data. PM Insights uses a market-driven derived price methodology to determine Betterment's valuation when recent secondary market transactions are limited or unavailable, as is currently the case for Betterment.

Betterment Bid-Ask Volume Ratios (Private Secondary Market)

Betterment Mutual Fund Valuations (NAV)

Betterment's mutual fund disclosures indicate a three-month moving average fund price per share of $16.67 as of December 30, 2024, according to PM Insights' market data.

Betterment Funding Rounds & Cap Table Details

PM Insights tracks detailed primary funding rounds and verifies cap table directly from original filings for Betterment. Betterment raised $60.0M in its Series F on September 23, 2021, with a price per share reflecting a post-money valuation of $1.3B, according to PM Insights' market data.

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