Betterment, the largest independent digital investment advisor with $32 billion in assets under management and nearly 700,000 clients, announced today that it has secured $160 million in growth capital comprised of a $60 million Series F equity round and a $100 million credit facility.
Who to call at Rowboat Advisors, and when
A new round usually means Rowboat Advisors is about to hire and buy. The teams that reach out first get the meeting.
An alert the day Rowboat Advisors raises, hires an executive or expands, scored against what you sell
The decision-makers there, with verified emails
Who you already know at Rowboat Advisors, from your own LinkedIn network
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Company Information
Company
Rowboat Advisors
Location
1169 EUCLID AVENUE
New York, New York, United States
About
Rowboat Advisors is a leading provider of portfolio management software with advanced capabilities in direct indexing, tax optimization, and personalized investing. Founded in 2016, Rowboat developed a suite of portfolio optimization software purpose-built for investors seeking greater control, transparency, and tax efficiency.
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Fundz sees it the moment Rowboat Advisors raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
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