Betterplan
PrivateLast Round
Early Funding
Aug 25, 2026
Total Funding Raised
$3.4M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Betterplan operates in FinTech and is based in Santiago. Its latest recorded funding round was an Early Funding round in August 2026.
Betterplan is a fintech company that provides wealth management and financial advisory services through a hybrid model of a technology platform and human advisors.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Personal Finance
Business Model
B2C
Customer Profile
Services & Consulting, Payment Processing Fee
AI Layer
Non-AI
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Betterplan Comparables
Compare Betterplan with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Holdo | 76% | |
| SoyFocus | 72% |
For institutional investors. Book with your work email.
Betterplan Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Early Funding | Aug 25, 2026 | ||||
| Series A | Sep 1, 2022 | ||||
| Angel | Nov 1, 2020 |
For institutional investors. Book with your work email.
Betterplan Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Dadneo | Early Funding |
| ChileGlobal Ventures | Series A |
| HCS Capital Partners | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 25, 2026
Raised $1.1M with Dadneo as an investor.
- Sep 1, 2022
$2.3M round led by HCS Capital Partners and ChileGlobal Ventures.
For institutional investors. Book with your work email.
Recent news
Latest coverage and updates
- receives_financingSep 7, 2026
Betterplan receives $1.1M in a round led by the Anastassiou family office, with an undisclosed family office and existing investor Fondo Vulcano participating, and plans to use the funding to expand into Argentina in H2 '26.
- expands_offices_toSep 7, 2026
Betterplan plans to expand into Argentina in H2 '26 and target investors seeking independent wealth management services.
For institutional investors. Book with your work email.
Betterplan Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Book a demoFor institutional investors. Book with your work email.
Frequently Asked Questions
Common questions about Betterplan's valuation, stock price, and market status.
Is Betterplan a public or private company?
Betterplan is a private company.
What is the current stock price of Betterplan?
Betterplan is a private company, so its shares have no public market price. Caplight tracks Betterplan's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Betterplan worth (valuation)?
Valuation information for Betterplan is not publicly available.
Can I buy Betterplan stock?
Betterplan shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Betterplan's last funding round?
Betterplan's most recent funding round was Early Funding on August 25, 2026.
Who are the main investors in Betterplan?
Key investors in Betterplan include ChileGlobal Ventures, HCS Capital Partners.
Will Betterplan IPO soon?
No public IPO plans have been announced for Betterplan.
How can I track Betterplan secondary market activity?
Caplight tracks bids, offers, and trades in Betterplan's shares on secondary markets.