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SEC Form D · filed July 30, 2025

Vestwell Holdings Inc

Offering
$73.6M
Sold
$31.0M
Exemption
Rule 506(b)
Industry
Other Technology
Location
NEW YORK, NY
Type

Rule 506(b): private placement to accredited investors, no public advertising.

People & firms on this filing (17)

Lori Hardwick · New York, NYDirectorLogan Allin · New York, NYDirectorJustin Overdorrf · New York, NYDirectorDavid Sheen · New York, NYExecAaron Schumm · New York, NYExec · DirectorAaron Schumm · New York, NYExec · DirectorLogan Allin · New York, NYDirectorDavid Sheen · New York, NYExecLori Hardwick · New York, NYDirectorJustin Overdorrf · New York, NYDirectorAllison Brecher · New York, NYExecJeffrey M. Bicksler · Atlanta, GADirectorChris S. Hearn · Houston, TXExecBirgette S. Ahring · Houston, TXDirectorDavid Acutt · GRAND CAYMAN, Cayman IslandsExec · DirectorChristopher Lay · Huntington Beach, CADirectorAllison Brecher · New York, NYExec

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