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List of Betterment's Acquisitions

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Betterment has made a total of 4 acquisitions. These 4 acquisitions spanned 3 sectors—Investment Tech, Cryptocurrencies, and Asset Management—across 2 countries: United States and United Kingdom. Peak acquisition years included 2022 with 2 acquisitions, and 2013 and 2025, which each saw 1 acquisition. Between 2020 and 2025, the average number of acquisitions per year was 0.6, with 0 acquisitions completed in the current calendar year. The most recent acquisition, completed in May 2025, is Rowboat Advisors. Founded in 2016 and based in Menlo Park, the company provides portfolio management and financial advisory services.

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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45
234
Feb 23, 2022
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40
414
Feb 08, 2022
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37
902

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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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