| Entity Name: | Betterment Holdings, Inc. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Foreign |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 05 Oct 2021 |
| Business ALEI: | 2358276 |
| Annual report due: | 05 Oct 2025 |
| NAICS code: | 523910 - Miscellaneous Intermediation |
| Business address: | 450 W 33rd St, 11th floor, New York, NY, 10001, United States |
| Mailing address: | 450 W 33rd St, 11th floor, New York, NY, United States, 10001 |
| Place of Formation: | DELAWARE |
| E-Mail: | compliancemail@cscinfo.com |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| Donna Wells | Director | 450 W 33rd St, 11th floor, New York, NY, 10001, United States | 450 W 33rd St, 11th floor, New York, NY, 10001, United States |
| Natalie Tydeman | Director | 450 W 33rd St, 11th floor, New York, NY, 10001, United States | 450 W 33rd St, 11th floor, New York, NY, 10001, United States |
| Phillip Riese | Director | 450 W 33rd St, 11th floor, New York, NY, 10001, United States | 1101 15th St NW, Suite 400, Washington, DC, 20005-5002, United States |
| Jon Stein | Director | 450 W 33rd St, 11th floor, New York, NY, 10001, United States | 450 W 33rd St, 11th floor, New York, NY, 10001, United States |
| Sarah Levy | Director | 450 W 33rd St, 11th floor, New York, NY, 10001, United States | 450 W 33rd St, 11th floor, New York, NY, 10001, United States |
| David Golob | Director | 450 W 33rd St, 11th floor, New York, NY, 10001, United States | 188 OTTER ROCK DRIVE, GREENWICH, CT, 06830, United States |
| Marla Blow | Director | 450 W 33rd St, 11th floor, New York, NY, 10001, United States | 450 W 33rd St, 11th floor, New York, NY, 10001, United States |
| Tracy Palandjian | Director | 450 W 33rd St, 11th floor, New York, NY, 10001, United States | 450 W 33rd St, 11th floor, New York, NY, 10001, United States |
| Rob Stavis | Director | 450 W 33rd St, 11th floor, New York, NY, 10001, United States | 40 Francisco Ave, Little Falls, NJ, 07424, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| Gregory Yaecker | Officer | 450 W 33rd St, 11th floor, New York, NY, 10001, United States | 450 W 33rd St, 11th floor, New York, NY, 10001, United States |
| Sarah Levy | Officer | 450 W 33rd St, 11th floor, New York, NY, 10001, United States | 450 W 33rd St, 11th floor, New York, NY, 10001, United States |
| Peter Lorimer | Officer | 450 W 33rd St, 11th floor, New York, NY, 10001, United States | 450 W 33rd St, 11th floor, New York, NY, 10001, United States |
| Name | Role |
|---|---|
| CORPORATION SERVICE COMPANY | Agent |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012234277 | 2024-09-19 | No data | Annual Report | Annual Report | No data |
| BF-0011128658 | 2023-10-05 | No data | Annual Report | Annual Report | No data |
| BF-0010361145 | 2022-10-26 | No data | Annual Report | Annual Report | 2022 |
| BF-0010454569 | 2022-01-14 | 2022-01-14 | Mass Agent Change � Address | Agent Address Change | No data |
| BF-0010125932 | 2021-10-05 | No data | Business Registration | Certificate of Authority | No data |
Date of last update: 06 Jan 2025
Sources: Connecticut's Official State Website
