Venture
Betterment Holdings, Inc.
Latest Form D 2021-10-08- CIK 1508388
- State NY
- Other Technology
- 6 Form D offerings since 2010-12-20
- Total sold
- $315M
- across 6 offerings
- Rounds
- 6
- Form D offerings since 2010-12-20
- Latest round
- $60M
- 2021-10-08 · 021-416346
- Investors
- 22
- on the latest round
Connected
named in its Form D filingsOfferings · since 2010-12-206 Form D offeringsExemptions506(b) · 506People · Item 3Sarah Levy + 8 moreInvestors · dashboard2 inferred investors
Betterment Holdings, Inc.CIK 1508388
Round timeline
amount sold · by first filed2021-10-08 · $60M
- 2010-12-20$3M021-152216
- 2014-04-16$30M021-215721
- 2015-02-23$60M021-234542
- 2016-04-12$92M021-261077
- 2017-09-01$70M021-293997
- 2021-10-08$60M021-416346
Hover a dot or row, or tab through the dots · bars scaled to the largest round ($92M)
Form D offerings
One line per offering, amendments folded in, newest first
| File | First filed | Latest | Sought | Sold | Investors | Exemptions |
|---|---|---|---|---|---|---|
| 021-416346 | First filed2021-10-08 | Latest2021-10-08 | Sought$60M | Sold$60M | Investors22 | Exemptions506(b) |
| 021-293997 | First filed2017-09-01 | Latest2017-09-01 | Sought$70M | Sold$70M | Investors13 | Exemptions506(b) |
| 021-261077 | First filed2016-04-12 | Latest2016-04-12 | Sought$100M | Sold$92M | Investors13 | Exemptions506(b) |
| 021-234542 | First filed2015-02-23 | Latest2015-02-23 | Sought$60M | Sold$60M | Investors10 | Exemptions506(b) |
| 021-215721 | First filed2014-04-16 | Latest2014-04-16 | Sought$32M | Sold$30M | Investors10 | Exemptions506(b) |
| 021-152216 | First filed2010-12-20 | Latest2010-12-20 | Sought$3M | Sold$3M | Investors21 | Exemptions506 |
Who backs Betterment Holdings, Inc. — 2 inferred investors — and every Form D as filedSee plans
People
Named in Item 3 of its latest Form D, filed 2021-10-08
| Name | Relationship |
|---|---|
| Sarah Levy | RelationshipExecutive Officer, Director |
| Jonathan Stein | RelationshipExecutive Officer, Director |
| Donna Wells | RelationshipDirector |
| Rob Stavis | RelationshipDirector |
| Peter Christodoulo | RelationshipDirector |
| Natalie Tydeman | RelationshipDirector |
| Shawn Carolan | RelationshipDirector |
| Phillip Riese | RelationshipDirector |
| Peter Lorimer | RelationshipExecutive Officer |
Facts
As its latest Form D states them
- Industry
- Other Technology
- State
- New York (NY)
- Exemptions
- Rule 506(b); Rule 506
- First filed
- 2010-12-20
- Latest filing
- 2021-10-08
Who backs Betterment Holdings, Inc.
Form D names a startup's officers and directors, not its investors. The dashboard infers them — the venture funds whose own filings and people overlap this company's rounds — and lays every Form D and amendment it filed beside the totals above.
- Inferred investors — the funds and firms behind it, from co-filings and shared people
- Every Form D and amendment as filed, with what each one stated
- Its rounds in sequence: the gap between them and whether they grew
- Everyone its filings name, linked to their other companies, with its addresses and phone numbers
Part of the Venture plan — $140/mo at launch pricing ($350 list)
See plansExternal link: SEC Filings ↗