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DreamFi, Inc.

Offers consumers checking accounts, debit cards and other benefits through a paid membership.

Updated Nov 11, 2026·Latest SEC filing Feb 20, 2026·Suggest an edit

About DreamFi

DreamFi is a private company based in Stamford, Connecticut, incorporated in 2023 in Delaware. It has reported $9,386,054 raised in four offerings on Form D since October 2024. Its chief executive is Donaldson Ross.

Funding Rounds (SEC Form D)

First saleFiled with SECAmount soldInvestorsAvg. checkTermsFiling
Feb 6, 2026Feb 20, 2026$1,778,552fully sold24$74,106EquityRule 506(b), 4a5Form D ↗
Feb 6, 2026Feb 20, 2026$1,200,002of $7.0M target4$300KEquityRule 506(b)Form D ↗
May 15, 2025May 30, 2025amended Jun 16, 2025$4,775,000of $7.5M target18$265KDebt, OptionsRule 506(b)Form D/A ↗1 earlier filing
Sep 18, 2024Oct 9, 2024$1,632,500fully sold24$68,021DebtRule 506(b), 4a5Form D ↗
Total, four offerings$9,386,054

First sale is the date the first investor in the offering committed to invest. Companies must file Form D within 15 days of that date, so filing dates run later.

Leadership Team

Executive officers and directors listed on DreamFi's Form D filed Feb 20, 2026.

JW
Benjamin Crump
Benjamin Crump
Co-founder and Civil Rights Attorney, director
DR
Donaldson Ross
Chief Executive Officer and President, director

Sources

  1. SECDreamFi, Inc. Form D, filed May 30, 2025
  2. SECDreamFi, Inc. filing history
  3. CompanyAbout DreamFi