Company Legal Name
Latest Valuation
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Betterment Holdings, Inc. operates a digital investment platform that provides automated investing services and high-yield cash accounts for retail investors through its dashboard-based interface. Founded in 2008 and headquartered in New York, the company has established itself as a prominent player in the robo-advisory and neobanking sectors by democratizing access to sophisticated investment strategies previously available only to institutional clients. The fintech company has achieved a valuation of $1.15 billion, reflecting strong market confidence in its technology-driven approach to wealth management. Betterment continues focusing on expanding its automated financial services ecosystem for individual investors.
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Available in most regions; subject to local regulations.
Open to non-accredited investors with KYC/AML compliance. U.S. investors must meet SEC requirements.
$10 per token, enabling fractionalized access to Pre-IPO shares.
Mandatory identity (KYC) and proof of funds checks.
Variable, applied to investment amounts.
Charged on realized profits.
Tokens may be locked for 6–12 months; resale depends on secondary market liquidity.
Prices reflect past funding rounds, not guaranteed future value.
Biotech depends on regulatory approvals; fintech faces evolving digital asset rules.
Blockchain or custodian issues could delay transfers or verification.
Changing laws may affect tradability or taxation.





