Betterment Holdings, Inc.
Other Technology · New York, New York
Betterment Holdings, Inc. is a other technology company based in New York, New York. It has raised at least $315.0 million across 4 known rounds, of which $282.0 million was reported to the SEC on 4 Form D filings, most recently in 2021.
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| Date | Round | Amount | Raised to date | Lead investor | Source |
|---|---|---|---|---|---|
| 2021-10-08 | — | $60.0M | $315.0M | SEC Form D | |
| 2017-09-01 | — | $70.0M | $255.0M | SEC Form D | |
| 2016-04-12 | — | $92.0M | $185.0M | SEC Form D | |
| 2015-02-23 | — | $60.0M | $93.0M | SEC Form D | |
| 2014-04-16 | — | $30.0M | $33.0M | SEC Form D | |
| 2010-12-20 | — | $3.0M | $3.0M | SEC Form D |
SEC rows are Form D filings, where the amount is what was actually sold and amendments update a round rather than adding one. Press rows are split between company-issued releases or wires and editorial or third-party coverage. The total is therefore a floor: a round nobody reported is a round we cannot see. A buyout or control change appears in the timeline but is never added to the total: that money goes to shareholders, not into the company.
Form D is the notice a company files with the SEC when it sells securities without registering them. It reports the amount sold, not a valuation. Figures here are what the filing says. Where a filing is silent, the field is left blank rather than estimated. “Total raised” adds press-reported rounds that never appear in a filing, so it is a floor rather than an audited sum: press amounts are the figures the company announced, and a round nobody reported is a round we cannot see.