Articles tagged "Bessemer Venture Partners"


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Betterment raises $100 million a year after a $60-million round, enabling it to step up efforts to win the HNW wallet

The conversation is moving from play money to competing with Fidelity, Merrill Lynch and Schwab as it seeks build out a full-service offering to win plan sponsors, rich individuals and RIAs

March 29, 2016 — 11:57 AM UTC

On strength of $1.4 billion of AUM and 90 RIA clients, Betterment raises $60 million of VC funding as it looks to disrupt RIA custody

The New York City-based robo added $1 billion in 11 months and (sources say) has bigtime RIAs contemplating it as a primary platform, CEO Jon Stein says

February 19, 2015 — 2:01 PM UTC

Ex-KKR capitalists reach the RIA gate by taking a $30-million stake in United Capital

After vowing never to take private equity again, Joe Duran describes a business model shift sparked by his 'Honest Conversations' method

October 22, 2013 — 6:35 PM UTC
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