Data / Form D filings / Vestwell Holdings Inc.
Vestwell Holdings Inc.: Form D filings
Vestwell Holdings Inc., a technology company in New York, NY, filed 6 Form D notices with the SEC between 2016 and 2025. The latest, on July 30, 2025, reports $31 million sold of a $73.6 million offering to 399 investors.
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Company details from the filing
- Address
- 360 MADISON AVENUE, 15TH FLOOR, New York, NY, 10017
- Phone
- (917) 979-5358
- Industry
- Other Technology
- Entity type
- Corporation
- Incorporated in
- Delaware
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1685651
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Jul 30, 2025 | New notice | $73,584,177 | $30,954,820 | $42,629,357 | 399 | Apr 4, 2017 | sec.gov |
| Mar 11, 2024 | New notice | $176,052,333 | $176,052,333 | 24 | Dec 20, 2023 | sec.gov | |
| Jul 21, 2021 | New notice | $71,556,306 | $59,556,318 | $11,999,988 | 20 | Jun 17, 2021 | sec.gov |
| Apr 8, 2019 | New notice | $31,472,346 | $31,274,930 | $197,416 | 10 | Mar 25, 2019 | sec.gov |
| Oct 12, 2017 | New notice | $8,050,000 | $8,050,000 | 6 | Sep 27, 2017 | sec.gov | |
| Sep 28, 2016 | New notice | $4,917,964 | $4,417,964 | $500,000 | 22 | Sep 9, 2016 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Justin Overdorrf | Director | |
| Aaron Schumm | Executive Officer, Director | |
| Logan Allin | Director | |
| Lori Hardwick | Director | |
| David Sheen | Executive Officer | |
| Allison Brecher | Executive Officer |
Other technology companies in New York that filed recently
- LOGOSFI, Inc. $3.4 million · Nov 2, 2026
- Summer, PBC $1.6 million · Nov 2, 2026
- CreateOne Inc. $750,000 · Oct 30, 2026
- ShareWillow Compensation Inc. $4.7 million · Oct 30, 2026
- Portage Technologies Inc. $1.5 million · Oct 30, 2026
- Creeda, Inc. $175,000 · Oct 27, 2026
Every Form D from the week of Jul 28, 2025 · All recent filings in New York · All recent Other Technology filings
Read from SEC EDGAR. Amount sold is what Vestwell Holdings 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.