# Betterment Holdings, Inc. — Form D

Betterment Holdings, Inc. of NEW YORK, NY, a company, filed a Form D exempt-offering notice with the SEC on 2015-02-23. The offering totals $60.0M, of which $60.0M was reported sold. Industry: Other Banking and Financial Services.

## Offering

- Filed: 2015-02-23
- Form: D
- Accession: 0000905718-15-000271
- Industry: Other Banking and Financial Services
- Exemptions: 06b
- Total offering: $60.0M
- Amount sold: $60.0M
- Investors: 10
- Date of first sale: 2015-02-18
- Security types: equity
- Revenue range: Decline to Disclose
- SEC file number: 021-234542

## Issuer

- Name: Betterment Holdings, Inc.
- CIK: 0001508388
- Entity type: Corporation
- Jurisdiction: DELAWARE
- Incorporated: 2008
- Address: 27 W. 23RD STREET, 6TH FLOOR, NEW YORK, NY, 10010
- Phone: (212) 228-1328

## Officers, directors & promoters (21)

| Name | Role | Location |
| --- | --- | --- |
| Ryan O'Sullivan | Director | New York, NY |
| Chris Bischoff | Director | Boston, MA |
| Eli Broverman | Director | Austin, TX |
| Eli Broverman | Executive Officer | Austin, TX |
| Peter Christodoulo | Director | San Francisco, CA |
| Shawn Carolan | Director | Saratoga, CA |
| Sarah Levy | Director | Baltimore, MD |
| Sarah Levy | Executive Officer | Baltimore, MD |
| Donna Wells | Director | Minnetonka, MN |
| Phillip Riese | Director | Fort Lee, NJ |
| Jonathan Stein | Director | NEW YORK, NY |
| Jonathan Stein | Executive Officer | NEW YORK, NY |
| Rob Stavis | Director | NEW YORK, NY |
| Peter Lorimer | Executive Officer | NEW YORK, NY |
| Natalie Tydeman | Director | NEW YORK, NY |
| Philip Riese | Director | Seattle, WA |
| John Jarve | Director | MOUNTAIN VIEW, CA |
| John Clendening | Director | New York, NY |
| Christian Mitchell | Director | New York, NY |
| Philiip Riese | Director | New York, NY |
| Eric Arnold | Director | New York, NY |

## Other filings by this issuer (5)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2021-10-08](https://search.stillhousedata.com/formd/0001508388-21-000001) | D | $60.0M | $60.0M |
| [2017-09-01](https://search.stillhousedata.com/formd/0001508388-17-000001) | D | $70.0M | $70.0M |
| [2016-04-12](https://search.stillhousedata.com/formd/0001508388-16-000001) | D | $100.0M | $92.0M |
| [2014-04-16](https://search.stillhousedata.com/formd/0001140361-14-016865) | D | $32.0M | $30.0M |
| [2010-12-20](https://search.stillhousedata.com/formd/0001140361-10-050504) | D | $3.0M | $3.0M |

## More

- [CIK 1508388 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1508388&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0000905718-15-000271.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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