# 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 2024-03-11. The offering totals $176.1M, of which $176.1M was reported sold. Industry: Other Technology.

## Offering

- Filed: 2024-03-11
- Form: D
- Accession: 0001104659-24-033059
- Industry: Other Technology
- Exemptions: 06b
- Total offering: $176.1M
- Amount sold: $176.1M
- Investors: 24
- Date of first sale: 2023-12-20
- Security types: equity
- Revenue range: Decline to Disclose
- SEC file number: 021-507256

## Issuer

- Name: Vestwell Holdings Inc.
- CIK: 0001685651
- Entity type: Corporation
- Jurisdiction: DELAWARE
- Incorporated: 2016
- Address: 22 W 38th Street 10th Floor, NEW YORK, NY, 10018
- Phone: 646-902-1401

## Officers, directors & promoters (28)

_Showing 25 of 28 people._

| Name | Role | Location |
| --- | --- | --- |
| John Rettig | Director | Greenwood Village, CO |
| Logan Allin | Director | San Francisco, CA |
| Justin Overdorrf | Director | New York, NY |
| Aaron Schumm | Director | New York, NY |
| Aaron Schumm | Executive Officer | New York, NY |
| Aaron Schumm | Related Person | New York, NY |
| Lori Hardwick | Director | New York, NY |
| David Sheen | Executive Officer | New York, NY |
| David Sheen | Related Person | New York, NY |
| Allison Brecher | Executive Officer | New York, NY |
| BROOKS GIBBINS | Director | New York, NY |
| BROOKS GIBBINS | Related Person | New York, NY |
| C. Thomas Richardson | Director | New York, NY |
| Antonio Gonzalez | Executive Officer | CORAL GABLES, FL |
| Benjamin Malka | Director | New York, NY |
| Benjamin Malka | Related Person | New York, NY |
| Paul Pate | Director | New York, NY |
| John Moody | Director | New York, NY |
| John Moody | Related Person | New York, NY |
| Aron Miodownik | Director | New York, NY |
| Aron Miodownik | Related Person | New York, NY |
| Rana Yared | Director | New York, NY |
| Rana Yared | Related Person | New York, NY |
| Joseph Pampel | Executive Officer | New York, NY |
| Joshua Keay | Executive Officer | New York, NY |

## Other filings by this issuer (5)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2025-07-30](https://search.stillhousedata.com/formd/0000950103-25-009525) | D | $73.6M | $31.0M |
| [2021-07-21](https://search.stillhousedata.com/formd/0001104659-21-094170) | D | $71.6M | $59.6M |
| [2019-04-08](https://search.stillhousedata.com/formd/0001685651-19-000001) | D | $31.5M | $31.3M |
| [2017-10-12](https://search.stillhousedata.com/formd/0001685651-17-000001) | D | $8.1M | $8.1M |
| [2016-09-28](https://search.stillhousedata.com/formd/0001685651-16-000001) | D | $4.9M | $4.4M |

## More

- [CIK 1685651 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1685651&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001104659-24-033059.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.