Rowboat Advisors
About Rowboat Advisors
Rowboat Advisors is a Financial Services company, and was acquired by Betterment in May 2025. It delivers financial advisory services to help clients manage investments effectively. It operates on a B2B model. Its focus areas include Advisory, Financial Consulting and Investment Advice. Its competitors include MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Prudent and 2 more; 2 of its 7 listed competitors have raised funding.
Company details
Rowboat Advisors delivers financial advisory services to help clients manage investments effectively, focusing on offering financial products and advice, advisory, providing financial consulting, and investment advice. It serves clients with dedicated solutions, emphasizing quality, innovation, and sustainable growth in its core markets.
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Website rowboatadvisors.com
- Acquired by Betterment (May 2025)
- Investors
- Acquired byBetterment
(May 2025)
Investors in Rowboat Advisors
Rowboat Advisors has secured backing from 1 investor. Prominent investors backing the company include Betterment.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
App-based automated investment and retirement planning platform | 2010 | betterment.com | New York, United States |
Investor details for Rowboat Advisors
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- Complete investor list
- Round participation
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Competitors of Rowboat Advisors
Rowboat Advisors has 7 listed competitors in our database, 2 of them funded. They include MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Prudent, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| massmutual.com | 1851 | Springfield, United States | – | 10,466 | Mutual life insurance company | |
| amfam.com | 1927 | Madison, United States | – | 13,713 | Personal and business insurance products are provided nationwide. | |
| point.com | 2015 | Palo Alto, United States | $245.65M | 144 | Fractional home equity is sold online for interest-free loans. | |
| thrivent.com | 2008 | Blue Springs, United States | – | 6,177 | Financial services are offered by Thrivent as a not-for-profit entity. | |
| prudentcorporate.com | 2000 | Ahmedabad, India | $138,131 | 677 | Provider of financial products and investment services | |
| synechron.com | 2001 | New York, United States | – | – | Synechron is recognized as a global technology and AI consulting firm. | |
| reliancecapital.co.in | 1986 | Mumbai, India | – | 18,360 | Financial services including loans, insurance, and asset management are provided. |
Detailed competitors of Rowboat Advisors
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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Verified entity values are shown only after access is granted.
Top companies in Investment Banks
10 companies that operate in the same segment as Rowboat Advisors (Investment Banks), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Asset management, investment banking, and wealth management services are provided. | 1983 | Sao Paulo, Brazil | – | USD 20.91 B | 8,189 | |
Financial services are provided globally by UBS for wealth management. | 1862 | Zurich, Switzerland | – | USD 82.71 B | 108,650 | |
Banking & financial service provider | 1848 | Paris, France | – | USD 172.06 B | 197,580 | |
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | – | USD 42.22 M | – | |
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | – | USD 119.72 B | 80,000 | |
Ambit is recognized as a leading provider of financial advice and capital in India. | 1997 | Mumbai, Maharashtra, India | USD 39.09 M | USD 116.66 M | 104 | |
M&A advisory, capital markets, and wealth management services are offered. | 1962 | St. Petersburg, Florida, United States | – | USD 15.9 B | 23,960 | |
Investment banking operations are conducted across multiple sectors. | 1996 | Vienna, Austria | – | – | 49,700 | |
Financial advisory and investment banking services are provided to institutions. | 1994 | Chicago, Illinois, United States | USD 44.52 M | – | 350 |
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Frequently Asked Questions about Rowboat Advisors
Rowboat Advisors delivers financial advisory services to help clients manage investments effectively, focusing on offering financial products and advice, advisory, providing financial consulting, and investment advice. It serves clients with dedicated solutions, emphasizing quality, innovation, and sustainable growth in its core markets.
Rowboat Advisors's top competitors include MassMutual, Point Digital Finance and Prudent.
Rowboat Advisors has 1 investor. Key investors include Betterment.
Yes. Rowboat Advisors was acquired by Betterment in May 2025.