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 2021-10-08. The offering totals $60.0M, of which $60.0M was reported sold. Industry: Other Technology.
Offering
- Filed: 2021-10-08
- Form: D
- Accession: 0001508388-21-000001
- Industry: Other Technology
- Exemptions: 06b
- Total offering: $60.0M
- Amount sold: $60.0M
- Investors: 22
- Date of first sale: 2021-09-24
- Security types: equity
- Revenue range: Decline to Disclose
- SEC file number: 021-416346
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 |
|---|
| Shawn Carolan | Director | Saratoga, CA |
| Peter Christodoulo | Director | San Francisco, CA |
| Sarah Levy | Director | Baltimore, MD |
| Phillip Riese | Director | Fort Lee, NJ |
| Rob Stavis | Director | NEW YORK, NY |
| Jonathan Stein | Director | NEW YORK, NY |
| Natalie Tydeman | Director | NEW YORK, NY |
| Donna Wells | Director | Minnetonka, MN |
| Sarah Levy | Executive Officer | Baltimore, MD |
| Peter Lorimer | Executive Officer | NEW YORK, NY |
| Jonathan Stein | Executive Officer | NEW YORK, NY |
| Chris Bischoff | Director | Boston, MA |
| Eli Broverman | Director | Austin, TX |
| Eli Broverman | Executive Officer | Austin, TX |
| Philip Riese | Director | Seattle, WA |
| John Jarve | Director | MOUNTAIN VIEW, CA |
| John Clendening | Director | New York, NY |
| Ryan O'Sullivan | 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)
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