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List of Betterment's Acquisitions

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Betterment has made a total of 4 acquisitions. These spanned 2 countries: United States and United Kingdom. The firm focuses on 3 sectors: Investment Tech, Cryptocurrencies, and Asset Management. Peak activity occurred in 2022 with 2 acquisitions, 2025 with 1, and 2013 with 1. The average number of acquisitions per year from 2020 to 2025 is 0.6, with 0 acquisitions completed during the current calendar year. Its most recent acquisition is Rowboat Advisors, a Menlo Park-based provider of portfolio management and financial advisory services founded in 2016, which was finalized 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
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96
238
Feb 23, 2022
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43
499
Feb 08, 2022
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leaz
55
447

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News related to Betterment's acquisitions

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Media has covered Betterment for a total of 12 events in the last 1 year, 2 of them have been about acquisition activity.

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FAQs about Acquisitions by Betterment

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