Form D · Other Technology

Wealthramp, Inc.

Osterville, MA · CIK 0001784263

Offering snapshot reported Sep 11, 2024 · SEC filing

Reported sold
$350K
Offering amount: $3M
Investors reported
2
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Sep 9, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$175K$350KSep 13, 2022: $250,000.00Sep 13, 2022Sep 13, 2023: $250,000.00Sep 13, 2023Sep 11, 2024: $350,000.00Sep 11, 2024

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$250,000 → $350,000
  • Reported investors1 → 2

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 11, 2024Amendment$350,000$100,000vs Sep 13, 20232SEC filing
Sep 13, 2023Amendment$250,000$0vs Sep 13, 20221SEC filing
Sep 13, 2022Initial$250,000No comparison1SEC filing
Jul 19, 2021Amendment$1,030,000No comparisonNot reportedSEC filing
Jul 21, 2020Amendment$400,000$300,000vs Aug 1, 20193SEC filing
Aug 1, 2019Initial$100,000No comparison1SEC filing

Offering details

Securities
Equity, Debt, Option to acquire, Security to be acquired, Other
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-458678
Simple Agreement for Future Equity (SAFE)

Source: Form D, filed Sep 11, 2024. 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
Richard Desich Director
Christian Hayes Director
Daniel Kern Director
Pamela Krueger Director, Executive
Pamel Krueger Director, Executive
Demos Parneros Director
Diane Woolf Executive

Issuer details

Industry: Other Technology (See others in industry)

Address:
51 Oak Lane
Osterville, MA, 02655