Venture
Wealthtech Holdings, LLC
Latest Form D 2021-04-02- CIK 1854472
- State CA
- Other Technology
- 1 Form D offering since 2021-04-02
- Total sold
- $189M
- across its one offering
- Rounds
- 1
- Form D offerings since 2021-04-02
- Latest round
- $189M
- 2021-04-02 · 021-394576
- Investors
- 38
- on the latest round
Connected
named in its Form D filingsOfferings · since 2021-04-021 Form D offeringExemptions506(b)People · Item 3John Wise + 7 moreInvestors · dashboardInferred investors
Wealthtech Holdings, LLCCIK 1854472
Round timeline
amount sold · by first filed2021-04-02 · $189M
- 2021-04-02$189M021-394576
Hover a dot or row, or tab through the dots · bars scaled to the largest round ($189M)
Form D offerings
One line per offering, amendments folded in, newest first
| File | First filed | Latest | Sought | Sold | Investors | Exemptions |
|---|---|---|---|---|---|---|
| 021-394576 | First filed2021-04-02 | Latest2021-04-02 | Sought$189M | Sold$189M | Investors38 | Exemptions506(b) |
Who backs Wealthtech Holdings, LLC, inferred from co-filings, and every Form D as filedSee plans
People
Named in Item 3 of its latest Form D, filed 2021-04-02
| Name | Relationship |
|---|---|
| John Wise | RelationshipExecutive Officer, Director |
| Colin Close | RelationshipExecutive Officer, Director |
| James Cox | RelationshipDirector |
| Doug Smith | RelationshipDirector |
| Scott Kauffman | RelationshipDirector |
| Paul Luc Heyvaert | RelationshipDirector |
| James Pade | RelationshipDirector |
| Vikram Abraham | RelationshipDirector |
Facts
As its latest Form D states them
- Industry
- Other Technology
- State
- California (CA)
- Exemptions
- Rule 506(b)
- First filed
- 2021-04-02
- Latest filing
- 2021-04-02
Who backs Wealthtech Holdings, LLC
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 ↗