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BETTERMENT HOLDINGS, INC.

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Company Details

Name: BETTERMENT HOLDINGS, INC.
Jurisdiction: New York
Legal type: FOREIGN BUSINESS CORPORATION
Status: Active
Date of registration: 23 Nov 2010 (15 years ago)
Entity Number: 4022869
ZIP code: 10001
County: New York
Place of Formation: Delaware
Address: 450 West 33rd Street, FL 11, NEW YORK, NY, United States, 10001

DOS Process Agent

Name Role Address
BETTERMENT HOLDINGS, INC. DOS Process Agent 450 West 33rd Street, FL 11, NEW YORK, NY, United States, 10001

Chief Executive Officer

Name Role Address
SARAH LEVY Chief Executive Officer 450 WEST 33RD STREET, FL 11, NEW YORK, NY, United States, 10001

Form 5500 Series

Employer Identification Number (EIN):
900735456
Plan Year:
2015
Number Of Participants:
80
Sponsors Telephone Number:
Plan Year:
2014
Number Of Participants:
43
Sponsors Telephone Number:
Plan Year:
2013
Number Of Participants:
41
Sponsors Telephone Number:

History

Start date End date Type Value
2024-11-06 2024-11-06 Address 8 W 24TH ST, 6TH FL, NEW YORK, NY, 10010, USA (Type of address: Chief Executive Officer)
2024-11-06 2024-11-06 Address 450 WEST 33RD STREET, FL 11, NEW YORK, NY, 10001, USA (Type of address: Chief Executive Officer)
2024-08-09 2024-08-09 Address 8 W 24TH ST, 6TH FL, NEW YORK, NY, 10010, USA (Type of address: Chief Executive Officer)
2024-08-09 2024-11-06 Address 450 WEST 33RD STREET, FL 11, NEW YORK, NY, 10001, USA (Type of address: Chief Executive Officer)
2024-08-09 2024-11-06 Address 450 West 33rd Street, FL 11, NEW YORK, NY, 10001, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
241106000524 2024-11-06 BIENNIAL STATEMENT 2024-11-06
240809001807 2024-08-09 BIENNIAL STATEMENT 2024-08-09
201203060415 2020-12-03 BIENNIAL STATEMENT 2020-11-01
191210002062 2019-12-10 AMENDMENT TO BIENNIAL STATEMENT 2018-11-01
191112001284 2019-11-12 CERTIFICATE OF CHANGE 2019-11-12

USAspending Awards / Financial Assistance

Date:
2020-05-23
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
-6720588.00
Total Face Value Of Loan:
0.00

Trademarks Section

Serial Number:
88431286
Mark:
SELF-DRIVING WALLET
Status:
ABANDONED - EXPRESS
Mark Type:
SERVICE MARK
Application Filing Date:
2019-05-15
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
SELF-DRIVING WALLET

Goods And Services

For:
Providing automated and customized personal financial management services, namely, the management, monitoring and reporting of personal financial accounts, savings products and transactions
International Classes:
036 - Primary Class
Class Status:
Active
For:
Software as a service (SaaS) services providing software that enables automated and customized personal financial management services, namely, the management, monitoring and reporting of personal financial accounts, savings products and transactions
International Classes:
042 - Primary Class
Class Status:
Active
Serial Number:
88431282
Mark:
BETTERMENT EVERYDAY
Status:
ABANDONED - NO STATEMENT OF USE FILED
Mark Type:
SERVICE MARK
Application Filing Date:
2019-05-15
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
BETTERMENT EVERYDAY

Goods And Services

For:
Providing automated and customized personal financial management services, namely, management of personal financial accounts, monitoring and reporting of financial transactions, account balances and budgets; financial services, namely, investment advisory services; securities brokerage services; onl...
International Classes:
036 - Primary Class
Class Status:
Active
For:
Software as a service (SaaS) services providing software that enables automated and customized personal financial management services, namely, management of personal financial accounts, monitoring and reporting of financial transactions, account balances and budgets; Providing on-line, non-downloada...
International Classes:
042 - Primary Class
Class Status:
Active
Serial Number:
87608137
Status:
Registration cancelled because registrant did not file an acceptable declaration under Section 8. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Trademark, Service Mark
Application Filing Date:
2017-09-14
Mark Drawing Type:
2 - AN ILLUSTRATION DRAWING WITHOUT ANY WORDS(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
None

Goods And Services

For:
Downloadable software application for managing investments; downloadable software application for use in financial planning and management of investments and retirement savings
First Use:
2017-09-08
International Classes:
009 - Primary Class
Class Status:
SECTION 8 - CANCELLED
For:
Providing automated and customized personal financial management services, namely, management of personal financial accounts, daily monitoring of financial transactions and account balances, and budget and spending reporting; financial services, namely, investment advisory services; securities broke...
First Use:
2017-09-08
International Classes:
036 - Primary Class
Class Status:
SECTION 8 - CANCELLED
For:
Providing on-line, non-downloadable, interactive software for managing investments; providing on-line, non-downloadable, interactive software and applications for use in financial planning and management of investments and retirement savings
First Use:
2017-09-08
International Classes:
042 - Primary Class
Class Status:
SECTION 8 - CANCELLED
Serial Number:
86801847
Mark:
BETTERMENT FOR BUSINESS
Status:
Registration cancelled because registrant did not file an acceptable declaration under Section 8. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2015-10-28
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
BETTERMENT FOR BUSINESS

Goods And Services

For:
Individual retirement account services
First Use:
2015-09-11
International Classes:
036 - Primary Class
Class Status:
SECTION 8 - CANCELLED
For:
Providing temporary use of on-line non-downloadable software for use by investment advisors for financial administration and management of investment and retirement plans and accounts of others, for analysis of retirement plan options, and for investment fund transfer and transaction services relate...
First Use:
2015-09-11
International Classes:
042 - Primary Class
Class Status:
SECTION 8 - CANCELLED
Serial Number:
86801817
Mark:
BETTERMENT INSTITUTIONAL
Status:
Registration cancelled because registrant did not file an acceptable declaration under Section 8. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2015-10-28
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
BETTERMENT INSTITUTIONAL

Goods And Services

For:
Providing financial information and analysis in the field of personal financial investment portfolios of others
First Use:
2014-09-01
International Classes:
036 - Primary Class
Class Status:
SECTION 8 - CANCELLED
For:
Providing temporary use of on-line non-downloadable software for use by investment advisors for financial administration, management, and monitoring of investment accounts of others, and for creating reports related thereto
First Use:
2014-09-01
International Classes:
042 - Primary Class
Class Status:
SECTION 8 - CANCELLED

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Date of last update: 27 Mar 2025

Sources: New York Secretary of State