BETTERMENT HOLDINGS, INC.

Profile

Company Names

BETTERMENT HOLDINGS, INC.

Addresses

27 W. 23RD STREET, 6TH FLOOR, NEW YORK, NY 10010

61 W. 23RD STREET, FOURTH FLOOR, NEW YORK, NY 10010

61 W. 23RD STREET, FIFTH FLOOR, NEW YORK, NY 10010

853 BROADWAY #1208, NEW YORK, NY 10003

Phone Numbers

(212) 228-1328

 

Entity Type:

CORPORATION

Industry:

OTHER TECHNOLOGY, OTHER BANKING AND FINANCIAL SERVICES

Year Incorporated:

2008

State Incorporated:

DELAWARE

Total Amount Raised:

$315,038,265.00

Number of Funding Rounds:

6
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
6
2021-09-24 
$59,999,997.00 
$59,999,997.00 
$0.00 
Equity 
5
2017-08-23 
$69,999,997.00 
$69,999,997.00 
$0.00 
Equity 
4
2016-03-29 
$91,999,956.00 
$99,999,967.00 
$8,000,011.00 
Equity 
3
2015-02-18 
$60,000,000.00 
$60,000,000.00 
$0.00 
Equity 
2
2014-04-02 
$30,038,315.00 
$32,000,000.00 
$1,961,685.00 
Equity 
1
2010-11-23 
$3,000,000.00 
$3,000,000.00 
$0.00 
Equity 
People
First Name
Middle Name
Last Name
Titles
Related Companies
ERIC 
 
ARNOLD 
DIRECTOR
K2 GLOBAL CONSULTING, INC.   |  BETTERMENT HOLDINGS, INC.
CHRIS 
 
BISCHOFF 
DIRECTOR
BETTERMENT HOLDINGS, INC.   |  CITYBLOCK HEALTH, INC.   |  OVERJET, INC.   |  ELEANOR HEALTH HOLDINGS, LLC   |  HARBOR HEALTH TEAM INC.
ELI 
 
BROVERMAN 
EXECUTIVE OFFICER, DIRECTOR
BETTERMENT HOLDINGS, INC.   |  CARVER EDISON, INC.   |  TREASURY INC   |  COPPER INC.   |  TREASURY FUND II, LP   |  TREASURY FUND I LP
SHAWN 
 
CAROLAN 
DIRECTOR
ROKU INC   |  SIRI INC   |  PLAYSPAN INC   |  ROKU, INC   |  HANDL, INC.   |  YUME INC   |  TALARI NETWORKS INC   |  PLAYPHONE INC   |  HANDLE, INC.   |  TELENAV, INC.   |  SOCIAL BICYCLES INC.   |  MM INFLECTION, L.P.   |  MENLO ENTREPRENEURS INFLECTION FUND, L.P   |  CHIME FINANCIAL, INC.   |  MMEF XV, L.P.   |  MENLO XV INNOVATORS FUND, L.P.   |  BETTERMENT HOLDINGS, INC.   |  STICKY TECHNOLOGIES, INC./DE   |  WHISPER AERO INC.   |  KINETIC AUTOMATION INC.
PETER 
 
CHRISTODOULO 
DIRECTOR
PAYMETRIC HOLDINGS, INC.   |  BETTERMENT HOLDINGS, INC.   |  PRESIDIO EAST TOWN CO-INVESTMENT VI, L.P.   |  Q-STREET CAPITAL, L.P.   |  FP PLANET, L.P.   |  NMI TOPCO, LLC
JOHN 
 
CLENDENING 
DIRECTOR
BETTERMENT HOLDINGS, INC.
JOHN 
 
JARVE 
DIRECTOR
POWERREVIEWS INC   |  DATAXU, INC.   |  LIBRATO, INC.   |  PARACCEL INC   |  CORAID, INC.   |  BETTERMENT HOLDINGS, INC.   |  REALTYSHARES, INC.   |  CREDIT SESAME, INC.
SARAH 
 
LEVY 
EXECUTIVE OFFICER, DIRECTOR
POCKETWATCH, INC.   |  BETTERMENT HOLDINGS, INC.   |  CATALYTE, INC
PETER 
 
LORIMER 
EXECUTIVE OFFICER
BETTERMENT HOLDINGS, INC.
CHRISTIAN 
 
MITCHELL 
DIRECTOR
BETTERMENT HOLDINGS, INC.
RYAN 
 
O-SULLIVAN 
DIRECTOR
BETTERMENT HOLDINGS, INC.
PHILIIP 
 
RIESE 
DIRECTOR
BETTERMENT HOLDINGS, INC.
PHILIP 
 
RIESE 
DIRECTOR
BETTERMENT HOLDINGS, INC.   |  REMITLY, INC.   |  REMITLY GLOBAL, INC.   |  FLYWIRE CORP
PHILLIP 
 
RIESE 
DIRECTOR
EWISE GROUP INC.   |  PEERTRANSFER CORP   |  CRB GROUP, INC.   |  REMITLY GLOBAL, INC.   |  MONZO BANK LTD   |  MPOWER FINANCING, PUBLIC BENEFIT CORP   |  BETTERMENT HOLDINGS, INC.
ROB 
 
STAVIS 
DIRECTOR
SMILEBOX INC   |  HUNCH INC.   |  BETTERMENT HOLDINGS, INC.   |  2TOR, INC.   |  YODLE INC   |  KNEWTON, INC   |  2U, INC.   |  OMSIGNAL INC.   |  GERSON LEHRMAN GROUP, INC.   |  CLUB W, INC.   |  IKIGAI ALPHA, INC.   |  FOREVER OCEANS CORP   |  HELLORELISH, INC.
JONATHAN 
 
STEIN 
EXECUTIVE OFFICER, DIRECTOR
BETTERMENT HOLDINGS, INC.
NATALIE 
 
TYDEMAN 
DIRECTOR
BETTERMENT HOLDINGS, INC.
DONNA 
 
WELLS 
DIRECTOR
MINT SOFTWARE INC.   |  WALKER + DUNLOP, INC.   |  BETTERMENT HOLDINGS, INC.
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
2021-10-08
D
Link
OTHER TECHNOLOGY 
 
DECLINE TO DISCLOSE 
Equity 
2021-09-24 
2017-09-01
D
Link
OTHER TECHNOLOGY 
 
DECLINE TO DISCLOSE 
Equity 
2017-08-23 
2016-04-12
D
Link
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Equity 
2016-03-29 
2015-02-23
D
Link
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Equity 
2015-02-18 
2014-04-16
D
Link
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Equity 
2014-04-02 
2010-12-20
D
Link
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Equity 
2010-11-23 
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#