About Vestwell Holdings
Vestwell Holdings is a private company based in New York, New York. It has reported $310,306,365 raised in six offerings on Form D since September 2016. Its chief executive is Aaron Schumm.
Funding Rounds (SEC Form D)
| First sale | Filed with SEC | Amount sold | Investors | Avg. check | Terms | Filing |
|---|---|---|---|---|---|---|
| Apr 4, 2017 | Jul 30, 2025 | $30,954,820of $73.5M target | 399 | $77,581 | Equity, OptionsRule 506(b) | Form D ↗ |
| Dec 20, 2023 | Mar 11, 2024 | $176,052,333fully sold | 24 | $7.3M | EquityRule 506(b) | Form D ↗ |
| Jun 17, 2021 | Jul 21, 2021 | $59,556,318of $71.5M target | 20 | $2.9M | Equity, OptionsRule 506(b) | Form D ↗ |
| Mar 25, 2019 | Apr 8, 2019 | $31,274,930of $31.4M target | 10 | $3.1M | EquityRule 506(b) | Form D ↗ |
| Sep 27, 2017 | Oct 12, 2017 | $8,050,000fully sold | 6 | $1.3M | EquityRule 506(b) | Form D ↗ |
| Sep 9, 2016 | Sep 28, 2016 | $4,417,964of $4.9M target | 22 | $200K | EquityRule 506(b) | Form D ↗ |
| Total, six offerings | $310,306,365 | |||||
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 Vestwell Holdings's Form D filed Jul 30, 2025.
Earlier filings also listed John Rettig (director, last listed Mar 2024), Paul Pate (director, last listed Jul 2021), John Moody (director, last listed Jul 2021), C. Thomas Richardson (director, last listed Jul 2021), Brooks Gibbins (director, last listed Jul 2021), Aron Miodownik (director, last listed Jul 2021), Rana Yared (director, last listed Apr 2019) and Benjamin Malka (director, last listed Apr 2019).