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Betterment Holdings, Inc.

Company Details

Entity Name: Betterment Holdings, Inc.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Foreign
Status: Active
Date Formed: 05 Oct 2021 (Companies founded in October 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

Agent

Name Role
CORPORATION SERVICE COMPANY Agent

Director

Name Role Business address Residence address
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
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
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
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
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
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
David Golob Director 450 W 33rd St, 11th floor, New York, NY, 10001, United States 188 OTTER ROCK DRIVE, GREENWICH, CT, 06830, 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

Officer

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

Filing

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: 11 Nov 2024

Sources: Connecticut's Official State Website