Betterment: Detailed Company Information & Corporate Profile
Summary
Betterment is an independent finance company headquartered in New York, NY, founded in 2010. The firm specializes in investing, online brokerage, automated investing, retirement advice, savings, financial and retirement planning, checking services, and overall money management.
With a workforce of 500–1,000 employees and annual revenue between $100 million and $500 million, Betterment operates within the SIC code 6199 and serves clients throughout the New York Metropolitan Area.
Leadership includes Matthew Doong as Head of Partner Sales, Tricia as Senior Retirement Conversion Coordinator, Chris Angove as Vice President of Engineering, Dennis Cameron QKS® as 401k Client Success Manager, Shannon Morecraft leading Advised 401(k) Onboarding, and others such as David Veloso, Jeffrey Park, Tyler Gosselin, Marye Moran, Casey Rogers, Jaco, Joe, Po tik Yeung, Claudia Johnson, Nazim, and Willie Estrella.
| Betterment Website | betterment.com |
| Social Links |    |
| Phone Number | 646-600-8263, 888-603-9583 |
| Industries | |
| Betterment Headquarters Address | 450 W 33rd St, New York, NY, 10001 US |
| Company Size | 500-1000 employees |
| Specialities & Services | Investing, Online brokerage, Investment advice, Savings, Financial advice, Retirement advice, Automated investing, Checking, Money management |
| SIC Code | 6199 |
| DMA Code | New York Metropolitan Area |
| Founded | 2010 |
| Estimated Annual Revenue | $100M - 500M |
| Operating Status | Independent Company |
| Updated: | 2026-09-20 |
Betterment Org Chart
Chief Executive Officer
Chief Executive Officer
C-Level
Competitors
Name | Founded | Type | Employees |
|---|---|---|---|
| 2016 | Privately Held | 250 - 500 | |
| 2013 | Privately Held | 1 - 25 | |
| 2000 | Privately Held | 500 - 1.0K | |
| 1919 | Public Company | 5.0K - 10K |
Estimated Website Traffic
The chart shows a growth in traffic to the betterment.com website. In August, traffic increased to 146681, compared to 144692 in the previous month. The highest traffic in 2026 was recorded in January, reaching 179601 visits.
Workforce Turnover
Number of employees switched from or switched to
Departmental sample breakdown
Length of Employment
Betterment's workforce includes employees across a wide range of tenure levels.
3% have been with the company for less than 1 year21% have been with the company for 1 to 2 years9% have been with the company for 3 to 4 years15% have been with the company for 5 to 7 years9% have been with the company for 8 to 10 years44% have been with the company for more than 11 years
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Betterment Corporate Information: FAQ
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