Form D · Other Technology
Otis Wealth, Inc.
New York, NY · CIK 0001768898
Offering snapshot reported Dec 4, 2019 · SEC filing
- Reported sold
- $10.9M Offering amount: $11.2M
- Investors reported
- 18 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Nov 19, 2019 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 4, 2019 | Initial | $10,883,500 | No comparison | 18 | SEC filing |
| Feb 27, 2019 | Initial | $3,289,999 | No comparison | 15 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-354703
Includes $150,000 of previously issued convertible securities that converted in connection with the offering.
Source: Form D, filed Dec 4, 2019. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Michael Karnjanaprakorn | Director, Executive |
| Dan Levitan | Director |
| Albert Wenger | Director |
Issuer details
Industry: Other Technology (See others in industry)
Address:
335 Madison Ave., 3 Rd Fl
New York, NY, 10017
New York, NY, 10017