Betterplan
Santiago, CL · Founded 2019 · 32 employees on LinkedIn · 1 known investors
Find your way into Betterplan
Betterplan is a wealth management platform offering investment advisory services to individuals and corporations in Chile, providing access to diversified portfolios of ETFs, mutual funds, and alternative assets with transparent fees and conflict-free recommendations. The company targets affluent investors seeking institutional-quality investment management starting from $10 million in assets.
Founders & leadership
Betterplan was founded in 2019 by Jose Tomas Valente and Joaquin Rhodius.
Investors · 1
Funding
SEC filings, press & company announcements$1.1M disclosed across 1 round · 2026
- $1.1MraisedSep 2026 · 2 sourcesSource ↗
Source: company announcements and press reports — follow each round's link for the claim.
In the news
Frequently asked questions
- What does Betterplan do?
- Betterplan is a wealth management platform offering investment advisory services to individuals and corporations in Chile, providing access to diversified portfolios of ETFs, mutual funds, and alternative assets with transparent fees and conflict-free recommendations. The company targets affluent investors seeking institutional-quality investment management starting from $10 million in assets.
- Who founded Betterplan?
- Betterplan was founded by Jose Tomas Valente, Joaquin Rhodius in 2019.
- Who are Betterplan's investors?
- Betterplan's investors include HCS Capital.
- How much funding has Betterplan raised?
- Betterplan has disclosed $1.1M raised across 1 round.
- Where is Betterplan headquartered?
- Betterplan is headquartered in Santiago, CL.