Vestwell Holdings Inc. — Form D

Vestwell Holdings Inc. of NEW YORK, NY, a company, filed a Form D exempt-offering notice with the SEC on 2025-07-30. The offering totals $73.6M, of which $31.0M was reported sold. Industry: Other Technology.

Offering

Issuer

Officers, directors & promoters (28)

Showing 25 of 28 people.

NameRoleLocation
Logan AllinDirectorSan Francisco, CA
Lori HardwickDirectorNew York, NY
Justin OverdorrfDirectorNew York, NY
Aaron SchummDirectorNew York, NY
Allison BrecherExecutive OfficerNew York, NY
Aaron SchummExecutive OfficerNew York, NY
David SheenExecutive OfficerNew York, NY
Aaron SchummRelated PersonNew York, NY
David SheenRelated PersonNew York, NY
BROOKS GIBBINSDirectorNew York, NY
BROOKS GIBBINSRelated PersonNew York, NY
John RettigDirectorGreenwood Village, CO
C. Thomas RichardsonDirectorNew York, NY
Antonio GonzalezExecutive OfficerCORAL GABLES, FL
Benjamin MalkaDirectorNew York, NY
Benjamin MalkaRelated PersonNew York, NY
Paul PateDirectorNew York, NY
John MoodyDirectorNew York, NY
John MoodyRelated PersonNew York, NY
Aron MiodownikDirectorNew York, NY
Aron MiodownikRelated PersonNew York, NY
Rana YaredDirectorNew York, NY
Rana YaredRelated PersonNew York, NY
Joseph PampelExecutive OfficerNew York, NY
Joshua KeayExecutive OfficerNew York, NY

Other filings by this issuer (5)

FiledFormOfferingSold
2024-03-11D$176.1M$176.1M
2021-07-21D$71.6M$59.6M
2019-04-08D$31.5M$31.3M
2017-10-12D$8.1M$8.1M
2016-09-28D$4.9M$4.4M

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