Betterment Revenue, Growth & Competitor Profile

DBA BETTERMENT LLC

Company Profile & Annual Report for Betterment

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Betterment Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	100 - 500Exact Company Size
Primary Industry	812 Personal & Laundry Services
Additional NAICS Codes	523 Securities, Commodity Contracts & Other Financial Investments
Address	27 West 23rd Street 6th Floor New York, NY 10010

Note: Revenues for privately held companies are statistical evaluations.


Betterment's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Betterment's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Betterment is classified as operating in the Personal & Laundry Services industry, NAICS Code 812.

Betterment Annual Revenue and Growth Rate

Betterment	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Betterment's revenues are gauged from an analysis of company filings.

Betterment's Income Statement (based on Industry Averages)

Betterment P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Investor Activity

Betterment has actively raised capital from investors. These investors may include private investors, venture capital firms, or other investment vehicles.

Date	Investors	Percent Raised	Target Size
October 8, 2021	22	100%	$60 MM
Complete list of funding rounds and total amounts in the Company Report

Trademark Applications

Trademark applications show the products and services that Betterment is developing and marketing. Betterment doesn't have any recent trademark applications, indicating Betterment is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
BETTERMENT EVERYDAY Providing automated and customized personal financial management services, namely, management of personal financial accounts, monitoring and reporting of financial transactions, account balances and budgets; financial services, namely, investment advisory services; securities brokerage services; online financial planning services; online financial valuations, information, research and investment recommendations	05/15/2019
OUTSMART AVERAGE Providing automated and customized personal financial management services, namely, management of personal financial accounts, daily monitoring of financial transactions and account balances, and budget and spending reporting; financial services, namely, investment advisory services; securities brokerage services; online financial planning services; online financial valuations, information, research and investment recommendations	08/10/2018

See all trademarks and details in the Full Report.

Market Share of Betterment's Largest Competitors

A competitive analysis shows these companies are in the same general field as Betterment, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CINTAS	Mason, OH	100
UPBOUND GROUP	Plano, TX	85
DENTAL EXPRESS STAFFING	Wilton, WI	59
SCI SHARED RESOURCES	Houston, TX	53
TEAM PUBLIC CHOICES	San Diego, CA	50
UNIFIRST	Richmond, VA	47
TRION SOLUTIONS	Troy, MI	45
SERVICE CORPORATION INTERNATIONAL	Houston, TX	40
PLUS COMPANY U.S.	San Francisco, CA	33

Nearby Competitors

These companies are similar in business line and location to Betterment. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
WW INTERNATIONAL	New York, NY	100
FORUM PERSONNEL	New York, NY	94
NEW YORK FILM ACADEMY	New York, NY	40
SOULCYCLE	New York, NY	39
M3 CONCEPT	New York, NY	30
TROPIC	New York, NY	24

Other Companies at 27 West 23rd Street, New York NY

Company	Headquarters	Revenue ($ MM)
TOURO UNIVERSITY	New York, NY	100
ELECTRO HARMONIX INTERNL	New York, NY	0

Future Competition: Betterment's Fastest Growing Competitors

These companies are in the same general field as Betterment and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)