Form D · Other Technology
Betterment Holdings, Inc.
New York, NY · CIK 0001508388
Offering snapshot reported Oct 8, 2021 · SEC filing
- Reported sold
- $60M Offering amount: $60M
- Investors reported
- 22 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Sep 24, 2021 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Oct 8, 2021 | Initial | $59,999,997 | No comparison | 22 | SEC filing |
| Sep 1, 2017 | Initial | $69,999,997 | No comparison | 13 | SEC filing |
| Apr 12, 2016 | Initial | $91,999,956 | No comparison | 13 | SEC filing |
| Feb 23, 2015 | Initial | $60,000,000 | No comparison | 10 | SEC filing |
| Apr 16, 2014 | Initial | $30,038,315 | No comparison | 10 | SEC filing |
| Dec 20, 2010 | Initial | $3,000,000 | No comparison | 21 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-416346
Source: Form D, filed Oct 8, 2021. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Eric Arnold | Director |
| Chris Bischoff | Director |
| Eli Broverman | Director |
| Shawn Carolan | Director |
| Peter Christodoulo | Director |
| John Clendening | Director |
| John Jarve | Director |
| Sarah Levy | Director, Executive |
| Peter Lorimer | Executive |
| Christian Mitchell | Director |
| Ryan O'sullivan | Director |
| Philiip Riese | Director |
| Philip Riese | Director |
| Phillip Riese | Director |
| Rob Stavis | Director |
| Jonathan Stein | Director, Executive |
| Natalie Tydeman | Director |
| Donna Wells | Director |
Issuer details
Industry: Other Technology (See others in industry)
Address:
27 W. 23 Rd Street, 6 Th Floor
New York, NY, 10010
New York, NY, 10010