Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
Vestwell Holdings Inc. See All Filings	D	2025-07-30 15:07:17 UTC
Amount To Be Raised $73,584,177 Associated Brokers / Dealers N/A CIK Number 0001685651 Filed Document 0000950103-25-009525 Exclusions or Exemptions 506b Accepted Date 2025-07-30 15:07:17 UTC Type of Offering D Industry Other Technology Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Equity
Vestwell Holdings Inc. See All Filings	D	2024-03-11 16:59:31 UTC
Amount To Be Raised $176,052,333 Associated Brokers / Dealers N/A CIK Number 0001685651 Filed Document 0001104659-24-033059 Exclusions or Exemptions 506b Accepted Date 2024-03-11 16:59:31 UTC Type of Offering D Industry Other Technology Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Equity
Vestwell Holdings Inc. See All Filings	D	2021-07-21 06:18:35 UTC
Amount To Be Raised $71,556,306 Associated Brokers / Dealers N/A CIK Number 0001685651 Filed Document 0001104659-21-094170 Exclusions or Exemptions 506b Accepted Date 2021-07-21 06:18:35 UTC Type of Offering D Industry Other Technology Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Equity
Vestwell Holdings Inc. See All Filings	D	2019-04-08 16:16:22 UTC
Amount To Be Raised $31,472,346 Associated Brokers / Dealers N/A CIK Number 0001685651 Filed Document 0001685651-19-000001 Exclusions or Exemptions 506b Accepted Date 2019-04-08 16:16:22 UTC Type of Offering D Industry Other Banking and Financial Services Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Equity
Vestwell Holdings Inc. See All Filings	D	2017-10-12 14:58:00 UTC
Amount To Be Raised $8,050,000 Associated Brokers / Dealers N/A CIK Number 0001685651 Filed Document 0001685651-17-000001 Exclusions or Exemptions 506b Accepted Date 2017-10-12 14:58:00 UTC Type of Offering D Industry Other Banking and Financial Services Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Equity
Vestwell Holdings Inc. See All Filings	D	2016-09-28 10:11:26 UTC
Amount To Be Raised $4,917,964 Associated Brokers / Dealers N/A CIK Number 0001685651 Filed Document 0001685651-16-000001 Exclusions or Exemptions 506b Accepted Date 2016-09-28 10:11:26 UTC Type of Offering D Industry Other Banking and Financial Services Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Equity