/Investor DB

Treasury — 2021 Investments

2 investments dated 2021 · listed companies and verified rows first · show all

Betterment Holdings, Inc.betterment.comin𝕏Sep 2021 · $160M

Betterment provides automated investment management and portfolio advisory services for individual investors, including retirement accounts and taxable accounts.

FintechNew York, US

Jonathan Stein(Executive Officer, Director)inEli Broverman(Founder)inJohn MilehaminJon Stein(Founder)

BoardPeter Christodoulo(Director)inRyan O'Sullivan(Director)

Co-investorsAnthemis VentureBessemer Venture PartnersFJ LabsFrancisco PartnersFuture Perfect VenturesGlobespan Capital Partners+15 more

Groundswellgroundswell.ioNov 2021

Groundswell is a CSR (corporate social responsibility) platform that provides employees with tax-advantaged personal giving accounts, volunteer program management, and employee assistance funds integrated into a single workplace experience.

Enterprise SoftwareHR TechImpact & Social GoodSaaSRedondo Beach, US

Jake Wood(Founder)inAdam Miller(Executive Officer, Director)

BoardHeather Hartnett(Director)inJoe Marchese(Executive Officer, Director)in

Co-investorsCore Venture CapitalFelicis VenturesGV (Google Ventures)Moonshots CapitalCore Innovation CapitalHuman Ventures

Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.