Internal Server Error

List of Betterment's Acquisitions

lockFilter this list
Betterment has made 4 acquisitions. Peak acquisition years include 2022 (2), 2025 (1), and 2013 (1). These acquisitions were distributed across 2 countries: United States (3) and United Kingdom (1), and 3 sectors: Investment Tech (3), Cryptocurrencies (1), and Asset Management (1). The average annual acquisition rate over the last five years (2020-2025) is 0.6, with 0 acquisitions completed in the current calendar year to date. The most recent acquisition, Rowboat Advisors, a provider of portfolio management and financial advisory services founded in 2016 and located in Menlo Park, occurred in May 2025.

Here's the year on year acquisition history of Betterment:

Year on year acquisition history of Betterment20252022Acquisitions Round Date (Yearly)0123
  • Number of Total Acquisitions
Year
# Acquisitions
2025
1
2022
2
2013
1

Recent acquisitions by Betterment

Betterment's most recent acquisition - Rowboat Advisors is a Provider of portfolio management and financial advisory services, founded in 2016 and located in Menlo Park. Betterment acquired it in May 2025 for a price of $*****.

Here is the list of all acquisitions by Betterment sorted by the latest acquisition date:

Acquired on
Acquired Company
Acquisition Price
Facilitators
Stake Acquired
Acquisition Multiple
May 15, 2025
uwja
kvsx
16
219
Feb 23, 2022
ivxs
moam
39
330
Feb 08, 2022
naaf
pu{j
73
618

View the full list of acquisitions

Sign Up for Free

FAQs about Acquisitions by Betterment

Tracxn powers 1,000+ customers across 30+ countries
Accel PartnersPartechIN-Q-TEL - USFujitsuTenityStanford