Betterment
Betterment LLC is an online financial advisory firm based in New York, founded in 2007. The company specializes in automated investing services that help individuals manage their finances through a customized and diversified portfolio. Betterment offers a range of investment options, including traditional and Roth IRAs, 401(k) accounts, and trust accounts, all of which are designed to optimize investment returns. Its services also include financial and retirement planning, tax loss harvesting, and cash management tools, such as the Two-Way Sweep feature. Betterment caters to various customer segments, including individual investors, businesses through Betterment for Business, and financial advisors via Betterment for Advisors. The firm charges a management fee for its services and focuses on providing personalized, goal-based investing solutions to enhance clients' long-term financial success.
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6 past transactions
Ellevest - Automated Investing Business
Acquisition in 2025
Ellevest - Automated Investing Business is a unit of Ellevest.
Marcus
Acquisition in 2024
Marcus offers unsecured personal loans ranging from $3,500 to $30,000, with rates between 6.99% and 23.99% APR, and terms of 36 to 72 months. It also provides high-yield savings accounts and managed ETF portfolios.
Gradvisor
Acquisition in 2022
Gradvisor is an SEC registered investment advisor that operates a digital platform designed to assist employees in making informed decisions about college savings plans. The platform offers unbiased, comprehensive information, enabling users to select, open, and monitor the most suitable college savings options tailored to their individual needs. Gradvisor's services include answering questions related to college savings, providing ongoing statements, and tracking progress toward savings goals. By facilitating better planning and financial management, Gradvisor aims to enhance users' ability to save for education, addressing the growing concern of student loan debt.
Makara
Acquisition in 2022
Makara Digital, founded in 2021 by Sadie Raney, Jesse Proudman, and Matt Kern, is a cryptocurrency investing platform based in Seattle, Washington. The company specializes in providing secure proprietary trading technology designed specifically for digital assets.
ImpulseSave
Acquisition in 2013
ImpulseSave is a technology company that offers a web and mobile platform designed to help individuals save and invest money impulsively. By integrating a real savings account, the platform allows users to set specific financial goals and encourages them to save regularly through automated reminders via emails or notifications. ImpulseSave aims to empower consumers in an increasingly competitive market by utilizing human instincts related to impulsivity, turning them into positive financial behaviors rather than detrimental spending habits. By creating an engaging and user-friendly experience, ImpulseSave helps users achieve their savings objectives more effectively and rapidly.
Rowboat Advisors
Rowboat Advisors develops portfolio optimization software for wealth management. Its platform enables direct indexing with tax‑loss harvesting, ESG filtering, automated rebalancing, and tax‑efficient portfolio migration.
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