# Engage Financial Technology, Inc.: Form D filings

Engage Financial Technology, Inc., a financial services company in San Diego, CA, filed 6 Form D notices with the SEC between 2014 and 2018. The latest, on October 30, 2018, reports $5.5 million sold of a $5.5 million offering to 1 investor.

Find out what Engage Financial Technology, Inc. does, who founded it and who invested, beyond what the filing says. $10 of credit on sign-up, no card.

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## The full lists

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- [Form D filings in California](https://specstream.ai/data/form-d/state/california): 5,891 rows, by operating companies, filed since November 1, 2024, $138.91, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/form-d/state/california
- [Form D filings in Other Banking and Financial Services](https://specstream.ai/data/form-d/industry/other-banking-and-financial-services): 1,280 rows, by operating companies, filed since November 1, 2024, $64, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/form-d/industry/other-banking-and-financial-services

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## Company details from the filing

- Address: 5675 RUFFIN ROAD, SUITE 115, San Diego, CA, 92123
- Phone: (619) 244-0665
- Industry: Other Banking and Financial Services
- Entity type: Corporation
- Incorporated in: Delaware
- Revenue range: $1,000,001 - $5,000,000
- Exemptions claimed: Rule 506(b)
- SEC identifier (CIK): 1596521

## Form D filings

| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Oct 30, 2018 | New notice | $5,500,000 | $5,500,000 | $0 | 1 | Nov 16, 2017 | [sec.gov](https://www.sec.gov/Archives/edgar/data/1596521/000159652118000001/0001596521-18-000001-index.htm) |
| Mar 29, 2017 | New notice | $3,000,000 | $390,000 | $2,610,000 | 6 | Mar 7, 2017 | [sec.gov](https://www.sec.gov/Archives/edgar/data/1596521/000159652117000002/0001596521-17-000002-index.htm) |
| Oct 6, 2015 | New notice | $6,000,000 | $350,000 | $5,650,000 | 5 | Apr 27, 2015 | [sec.gov](https://www.sec.gov/Archives/edgar/data/1596521/000159652115000002/0001596521-15-000002-index.htm) |
| Oct 6, 2015 | Amendment | $1,995,000 | $1,995,000 | $0 | 9 | Dec 30, 2013 | [sec.gov](https://www.sec.gov/Archives/edgar/data/1596521/000159652115000001/0001596521-15-000001-index.htm) |
| Jul 15, 2014 | Amendment | $3,000,000 | $625,000 | $2,375,000 | 4 | Dec 30, 2013 | [sec.gov](https://www.sec.gov/Archives/edgar/data/1596521/000159652114000003/0001596521-14-000003-index.htm) |
| Jan 10, 2014 | New notice | $2,000,000 | $500,000 | $1,500,000 | 1 | Dec 30, 2013 | [sec.gov](https://www.sec.gov/Archives/edgar/data/1596521/000159652114000002/0001596521-14-000002-index.htm) |

## Executive officers and directors named in the filing

| Name | Role | Note in the filing |
| --- | --- | --- |
| Jeffery Lee Hall | Executive Officer |  |
| James Paul Collas | Executive Officer |  |
| Jonathan Drew Shultz | Executive Officer |  |

## Other financial services companies in California that filed recently

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- [PFD MANAGEMENT FUND 1006, LLC](https://specstream.ai/data/form-d/company/pfd-management-fund-1006-llc-1943127) $22 million · Aug 20, 2026
- [PFD Management Opportunity Fund 3001, LLC](https://specstream.ai/data/form-d/company/pfd-management-opportunity-fund-3001-llc-1926534) $25 million · Aug 20, 2026
- [PFD MANAGEMENT FUND 1005, LLC](https://specstream.ai/data/form-d/company/pfd-management-fund-1005-llc-1911408) $20.3 million · Aug 17, 2026
- [PFD MANAGEMENT FUND 1004, LLC](https://specstream.ai/data/form-d/company/pfd-management-fund-1004-llc-1865394) $20.9 million · Aug 14, 2026

[Every Form D from the week of Oct 29, 2018](https://specstream.ai/data/form-d/week/2018-10-29) · [All recent filings in California](https://specstream.ai/data/form-d/state/california) · [All recent Other Banking and Financial Services filings](https://specstream.ai/data/form-d/industry/other-banking-and-financial-services)

Read from SEC EDGAR. Amount sold is what Engage Financial Technology, Inc. reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under [CC BY 4.0](https://creativecommons.org/licenses/by/4.0/).