Venture
Vestwell Holdings Inc.
Latest Form D 2025-07-30- CIK 1685651
- State NY
- Other Technology
- 6 Form D offerings since 2016-09-28
- Total sold
- $310M
- across 6 offerings
- Rounds
- 6
- Form D offerings since 2016-09-28
- Latest round
- $31M
- 2025-07-30 · 021-553239
- Investors
- 399
- on the latest round
Connected
named in its Form D filingsRound timeline
amount sold · by first filed2025-07-30 · $31M
- 2016-09-28$4.4M021-271424
- 2017-10-12$8.1M021-296516
- 2019-04-08$31.3M021-336728
- 2021-07-21$59.6M021-407063
- 2024-03-11$176M021-507256
- 2025-07-30$31M021-553239
Hover a dot or row, or tab through the dots · bars scaled to the largest round ($176M)
Form D offerings
One line per offering, amendments folded in, newest first
| File | First filed | Latest | Sought | Sold | Investors | Exemptions |
|---|---|---|---|---|---|---|
| 021-553239 | First filed2025-07-30 | Latest2025-07-30 | Sought$73.6M | Sold$31M | Investors399 | Exemptions506(b) |
| 021-507256 | First filed2024-03-11 | Latest2024-03-11 | Sought$176M | Sold$176M | Investors24 | Exemptions506(b) |
| 021-407063 | First filed2021-07-21 | Latest2021-07-21 | Sought$71.6M | Sold$59.6M | Investors20 | Exemptions506(b) |
| 021-336728 | First filed2019-04-08 | Latest2019-04-08 | Sought$31.5M | Sold$31.3M | Investors10 | Exemptions506(b) |
| 021-296516 | First filed2017-10-12 | Latest2017-10-12 | Sought$8.1M | Sold$8.1M | Investors6 | Exemptions506(b) |
| 021-271424 | First filed2016-09-28 | Latest2016-09-28 | Sought$4.9M | Sold$4.4M | Investors22 | Exemptions506(b) |
Who backs Vestwell Holdings Inc. — 4 inferred investors — and every Form D as filedSee plans
People
Named in Item 3 of its latest Form D, filed 2025-07-30
| Name | Relationship |
|---|---|
| Aaron Schumm | RelationshipExecutive Officer, Director |
| David Sheen | RelationshipExecutive Officer |
| Logan Allin | RelationshipDirector |
| Justin Overdorrf | RelationshipDirector |
| Lori Hardwick | RelationshipDirector |
| Allison Brecher | RelationshipExecutive Officer |
Facts
As its latest Form D states them
- Industry
- Other Technology
- State
- New York (NY)
- Exemptions
- Rule 506(b)
- First filed
- 2016-09-28
- Latest filing
- 2025-07-30
Who backs Vestwell Holdings Inc.
Form D names a startup's officers and directors, not its investors. The dashboard infers them — the venture funds whose own filings and people overlap this company's rounds — and lays every Form D and amendment it filed beside the totals above.
- Inferred investors — the funds and firms behind it, from co-filings and shared people
- Every Form D and amendment as filed, with what each one stated
- Its rounds in sequence: the gap between them and whether they grew
- Everyone its filings name, linked to their other companies, with its addresses and phone numbers
Part of the Venture plan — $140/mo at launch pricing ($350 list)
See plansExternal link: SEC Filings ↗