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 2019-04-08. The offering totals $31.5M, of which $31.3M was reported sold. Industry: Other Banking and Financial Services.

Offering

Issuer

Officers, directors & promoters (28)

Showing 25 of 28 people.

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

Other filings by this issuer (5)

FiledFormOfferingSold
2025-07-30D$73.6M$31.0M
2024-03-11D$176.1M$176.1M
2021-07-21D$71.6M$59.6M
2017-10-12D$8.1M$8.1M
2016-09-28D$4.9M$4.4M

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