AXEVIL Capital

Betterment Stock Price, Valuation & IPO

Private company — Betterment is privately held. Its shares are not listed on any public exchange and can only be accessed through private secondary transactions.

Status source: AXEVIL investment team

$10.27 per share (AXEVIL consensus estimate)

Source: AXEVIL consensus of recent secondary transactions · as of 10 November 2026

Last round valuation: $1.3B

Source: Series F, September 2021, post-money

Total raised: $435M

Data last updated: 10 November 2026

About Betterment

An automated investing service: software builds the portfolio, rebalances it and reduces taxes. More than $70 billion in client money, 1 million+ Americans, retirement plans for small businesses and a platform for about 600 independent advisory firms.

Betterment is one of the first robo-advisors in the U.S., founded in 2008 in New York by Jon Stein and Eli Broverman; since December 2020 it has been led by Sarah Levy, former COO of Viacom Media Networks. A client sets a goal, and the software builds the portfolio, rebalances it and reduces taxes, for 0.25% a year or $5 a month on small accounts. The company has three lines of business: an app for individual investors, 401(k) retirement plans for small and midsize businesses under the Betterment at Work brand, and Advisor Solutions, a custody platform for independent advisors. Assets under management grew from $10 billion in 2017 to $70+ billion by May 2026, with more than a million clients and about 600 advisory firms on the platform. Part of the growth came with other companies' accounts: in 2024 Marcus Invest clients moved over from Goldman Sachs, and in 2025 Ellevest's automated accounts followed. It has raised $435 million in total, at a last valuation of $1.3 billion.

  • Sector: Fintech
  • Headquarters: New York, USA
  • Founded: 2008

Key highlights

  1. Goldman Sachs: Marcus Invest accounts moved over in full. In April 2024 the bank decided to focus on Marcus deposits and transferred its digital investment accounts, along with their assets, to Betterment. At the time of the deal Betterment had 850,000 clients and $45 billion.
  2. Ellevest: automated portfolios moved to Betterment. In February 2025 Ellevest kept only clients with $500,000 or more and transferred its automated accounts to Betterment.
  3. Fidelity: a free transition for departing firms. By June 2027 Fidelity will stop serving independent firms with less than $100 million in assets. In October 2026 Betterment waived its platform fee for such firms through the end of 2028; applications must be submitted by June 30, 2027.

Frequently asked questions

How can I buy Betterment stock before the IPO?

Not on a public exchange — Betterment is privately held. Shares change hands only in private secondary transactions. AXEVIL structures those as dedicated US special purpose vehicles for accredited investors, subject to availability and to the rules of your jurisdiction.

What is the Betterment stock price?

A private company has no single official share price. AXEVIL's consensus estimate is $10.27 per share as of 10 November 2026. Its most recent round implied a post-money valuation of $1.3B (September 2021).

What is Betterment's valuation (net worth)?

Betterment's most recent funding round valued the company at $1.3B post-money (September 2021) — the latest primary-market measure of what the company is worth. Secondary trades can price its shares above or below that round.

When will Betterment IPO?

No listing has been announced. AXEVIL does not forecast IPO dates — this page states what has actually been filed or reported, with the date it was last checked.

Is Betterment publicly traded?

No. Betterment is a private company and its shares are not listed on any public exchange.

Does Betterment have a stock symbol?

No. Betterment has no ticker symbol because its shares are not listed on any exchange; a symbol is assigned only at an IPO or direct listing.

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Risk disclosure

Nothing on this page is an offer to sell or a solicitation to buy any security, and it is not investment advice. Valuations and share prices shown here are AXEVIL estimates built from primary sources — filings, announced rounds and completed secondary transactions — not quoted market prices, and they can be revised. Private-company shares are illiquid, may be impossible to sell, and the entire amount invested can be lost. Availability depends on your jurisdiction and on accredited-investor status.

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