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Betterment

Save, invest, retire

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Celebrating
Ten Years

Animater ticker showing since Betterment was founded in 2010, 294 Betterment employees, 500+ 401(k) plans supported, 20,461,369 auto-deposits, 8,205,605 portfolio rebalances, 2,206,566 tax losses harvesting transactions - Data as of May 2020

A momentous occasion

It’s like our birthday and anniversary with you all in one! We’re celebrating 10 years of helping you make the most of your money. Through the ups and downs of life, in good markets and in less-good markets, thank you for pursuing happiness with Betterment.

Origins 2008 - 2010

It all started with a question.

“Why is the financial industry the way it is?” Okay, maybe it was two questions: “Can we make it better?” In 2008, Jon Stein and a few friends decided to start building something that would make investing more accessible and, well, better. Two years later, they shared it with all of us at TechCrunch Disrupt 2010.

Looking back on 10 years with Jon Stein

First Robo - 2010-2013

We got a little traction.

Launching our product at TechCrunch Disrupt put us on the map. A lot of people believed in what we were doing, and the press helped us get our name out to hundreds of new customers. Watch Jon’s 2010 pitch.

We started helping you achieve financial goals, but we can’t take credit for the amazing names you gave them.

Expansion Years 2014 - 2016

No longer the new kid on the block.

We had big dreams. We wanted to reach more people in new and exciting ways. We got our tech to a wider audience with Betterment for Advisors in 2014. And, in 2016, we launched Betterment for Business to bring better 401(k) plans to companies across the country.

Stylized quote from Jon Stein, founder and CEO, saying, Stick with Us—We've Got Your Back.

Prepare for Takeoff - 2017 - 2020

Things look different now.

We started as an easy-to-use investment platform. By launching Cash Reserve and Checking in the last year, we’ve become a central financial hub that helps half a million customers spend, save, invest, and retire better. We’ve expanded our offerings, but our mission has stayed the same: To help customers do what’s right with their money so they can live better lives. We still really dig it.

Text shown in the graphic, saying 'Assets under management - $22 Billion. Customers - $500,000+'

Animated ticker showing the text, Since 2010 - 797,451 Total Goals, 82,367 Safety Net Goals, 298,255 Retirement Goals, 9,567 Home Goals, 4,408 Car Goals, 1,457 Wedding Goals, 386 Baby Funds - Data as of May 2020

Whether you’re customer number 1 or 500,000: Thank you. We’re excited to serve you for years to come.



Curious about your customer number? Log in or check your email to find out, and celebrate your time with us with a little merch!