About Wellthy
Wellthy is a private company based in New York, New York. It has reported $78,119,562 raised in five offerings on Form D since November 2017. Its chief executive is Lindsay Jurist-Rosner.
Funding Rounds (SEC Form D)
| First sale | Filed with SEC | Amount sold | Investors | Avg. check | Terms | Filing |
|---|---|---|---|---|---|---|
| Apr 11, 2023 | Jun 5, 2023 | $25,519,975fully sold | 11 | $2.3M | EquityRule 506(b) | Form D ↗ |
| Jun 25, 2021 | Jul 12, 2021 | $37,207,128fully sold | 17 | $2.1M | EquityRule 506(b) | Form D ↗ |
| May 8, 2020 | May 18, 2020 | $5,615,996fully sold | 15 | $374K | EquityRule 506(b) | Form D ↗ |
| Jan 7, 2019 | Jan 16, 2019 | $5,178,167fully sold | 14 | $369K | EquityRule 506(b) | Form D ↗ |
| Oct 27, 2017 | Nov 13, 2017 | $4,598,296fully sold | 31 | $148K | EquityRule 506(b) | Form D ↗ |
| Total, five offerings | $78,119,562 | |||||
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 Wellthy's Form D filed Jun 5, 2023.
AL
Alice Limkakeng
Director
RM
Richard Malloch
Director
JA
Jenny Abramson
Director
MD
Mark DeAngelis
Director
LR
Lindsay Jurist-Rosner
Chief Executive Officer and director
Earlier filings also listed Kevin Roche (director, last listed Jul 2021).