Vestwell Holdings Inc. of NEW YORK, NY, a company, filed a Form D exempt-offering notice with the SEC on 2017-10-12. The offering totals $8.1M, of which $8.1M was reported sold. Industry: Other Banking and Financial Services.
Showing 25 of 28 people.
| Name | Role | Location |
|---|---|---|
| Joseph Pampel | Executive Officer | New York, NY |
| 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 |
| John Rettig | Director | Greenwood Village, CO |
| 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 |
| Joshua Keay | Executive Officer | New York, NY |
| Filed | Form | Offering | Sold |
|---|---|---|---|
| 2025-07-30 | D | $73.6M | $31.0M |
| 2024-03-11 | D | $176.1M | $176.1M |
| 2021-07-21 | D | $71.6M | $59.6M |
| 2019-04-08 | D | $31.5M | $31.3M |
| 2016-09-28 | D | $4.9M | $4.4M |