Form D · Other Technology

Vestwell Holdings Inc.

New York, NY · CIK 0001685651

Offering snapshot reported Jul 30, 2025 · SEC filing

Reported sold
$31M
Offering amount: $73.6M
Investors reported
399
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Apr 4, 2017
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 30, 2025Initial$30,954,820No comparison399SEC filing
Mar 11, 2024Initial$176,052,333No comparison24SEC filing
Jul 21, 2021Initial$59,556,318No comparison20SEC filing
Apr 8, 2019Initial$31,274,930No comparison10SEC filing
Oct 12, 2017Initial$8,050,000No comparison6SEC filing
Sep 28, 2016Initial$4,417,964No comparison22SEC filing

Offering details

Securities
Equity, Option to acquire
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-553239

Source: Form D, filed Jul 30, 2025. 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.

People and organizations reported in Form D filings
NameReported role
Logan Allin Director
Allison Brecher Executive
Brooks Gibbins Director
Brooks Gibbons Director
Antonio Gonzalez Executive
Lori Hardwick Director
Joshua Keay Executive
Benjamin Malka Director
Aron Miodownik Director
Aaron Miodownik Director
John Moody Director
Justin Overdorrf Director
Joseph Pampel Executive
Paul Pate Director
John Rettig Director
C. Thomas Richardson Director
Aaron Schumm Director, Executive
David Sheen Executive
Mark Shilshtut Executive
Rana Yared Director

Issuer details

Industry: Other Technology (See others in industry)

Address:
360 Madison Avenue 15 Th Floor
New York, NY, 10017