About Betterplan
Betterplan is a Financial Services company based in Santiago (Chile) founded in 2019. It provides independent investment advice, access to funds, and tax-efficient strategies for clients. It operates on a B2C and B2B model. Betterplan has raised $1.1 million across 1 funding round from investors including DADNEO Capital. Betterplan offers products and services including Flexifolios, Cuentas Ahorro, Betterplan US, and Plataforma Alternativos. Its focus areas include FinTech, Investment Tech, Asset Management and Global Funds Access. Its legal entity is Betterplan Advisors. Its competitors include Caja Los Andes, Racional and Valuelist; 2 of its 3 listed competitors have raised funding.
Company details
Betterplan is a wealth management platform based in Chile, offering independent investment advice without conflicts of interest. It provides access to global funds, personalized portfolios, and strategies for individuals and societies. Services include savings accounts, international investments, and tax optimization, all regulated by the CMF. Clients range from retail investors to businesses seeking efficient asset management.
- Headquarters Santiago, Chile
- SectorsFinancial Services
- Website betterplan.cl
- Social LinkedIn Facebook Instagram YouTube
- Legal Name Betterplan Advisors
- Total Equity Funding$1.1M (USD)
in 1 rounds
- Latest Funding Round$1.1M (USD), Seed
Sep 2026
- Investors
Products & Services of Betterplan
Betterplan offers a comprehensive portfolio of products and services, including Flexifolios, Cuentas Ahorro, Betterplan US, and Plataforma Alternativos.
Customizable portfolios for personalized asset allocation and diversification.
Strategies for short-term savings in pesos or dollars.
Access to U.S. financial instruments for global diversification.
Opportunities in global assets like private debt for portfolio enhancement.
Apps and channels of Betterplan
Betterplan publishes 2 mobile apps with over 1K+ downloads.
Funding Insights of Betterplan
Betterplan has successfully raised a total of $1.1M through 1 strategic funding round. The most recent funding activity was a Seed round of $1.1 million completed in September 2026. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $1.1M
- Total Rounds 1
- Last Round Seed — $1.1M
- First Round $1.1M
(Sep 2026)
- Investors Count 1
All 1 funding rounds of Betterplan with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Sep 2026 | $1.1M | Seed | – | – |
1 investors in total: 1 institutional.
Investors in Betterplan
Betterplan has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include DADNEO Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
DADNEO Capital is engaged in venture capital and startup investment. | dadneo.capital | Santiago, Chile |
Investor details for Betterplan
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Timeline of Betterplan
2 dated milestones of Betterplan across 7 years, from founding to its latest funding, stage changes and deals.
- Founded Betterplan is founded.
- Funding First funding round of $1.1M.
Competitors of Betterplan
Betterplan has 3 listed competitors in our database, 2 of them funded. They include Caja Los Andes, Racional and Valuelist.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| cajalosandes.cl | 1953 | Providencia, Chile | App-based financial planning and management platform for individuals | |||
| racional.cl | 2018 | Santiago, Chile | $2M | App-based investment advisory & savings platform for individuals | ||
| valuelist.cl | 2010 | Las Condes, Chile | $600,000 | Valuelist is a Chilean wealthtech company that organizes investments, pension funds, real estate, liabilities, and insurance. |
Detailed competitors of Betterplan
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Betterplan
The website of Betterplan (betterplan.cl) receives about 6K visits a month.
- Monthly visits6K
▼ 59.1% vs previous month
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Frequently Asked Questions about Betterplan
Betterplan was founded in 2019 and raised its 1st funding round 7 years after it was founded.
Betterplan is headquartered in Santiago, Chile. It is registered at Santiago, Region Metropolitana De Santiago, Chile.
Betterplan is a funded company, having raised a total of $1.1M across 1 funding round to date. The company's 1st funding round was a Seed of $1.1M, raised on Sep 2026.
Betterplan is a wealth management platform based in Chile, offering independent investment advice without conflicts of interest. It provides access to global funds, personalized portfolios, and strategies for individuals and societies. Services include savings accounts, international investments, and tax optimization, all regulated by the CMF. Clients range from retail investors to businesses seeking efficient asset management.
Betterplan's top competitors include Caja Los Andes, Racional and Valuelist.
Betterplan offers Flexifolios, Cuentas Ahorro, Betterplan US, and Plataforma Alternativos.
Betterplan has 1 investor. Key investors include DADNEO Capital.
Betterplan operates through Betterplan Advisors.
Yes. Betterplan publishes Betterplan and 1 more app, with over 1,000 downloads.