Fundraising Fox

Advisor Credit Exchange

Berwyn, US · Founded 2018 · Delaware LLC

Founders & leadership

JS
James SophaNamed on SEC filing
JM
Joshua MayerNamed on SEC filing
PH
Paul HondrosNamed on SEC filing
TS
Thomas SippNamed on SEC filing
BC
Bill CragerNamed on SEC filing

Reported raises · per SEC filings

Form D private placements

$31.3M disclosed across 4 rounds · 2019–2022

▶$23.7MraisedJul 2022 · 8 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • SUZANNE NIEMEYERExecutive Officer
  • JOSHUA MAYERDirector
  • JAMES SOPHADirector
  • PAUL HONDROSDirector
  • PAUL DONOVANExecutive Officer
  • NATE EINHORNExecutive Officer
  • RICHARD ANESERDirector
  • THOMAS SIPPDirector
  • PETER STANTONExecutive Officer
Offering amount
$23.7M
Amount sold
$23.7M
Minimum investment
$10.5K
First sale
Jun 2022
Incorporated
Limited Liability Company, Delaware, 2018
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$3.6MraisedJan 2022 · 7 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Paul HondrosDirector
  • Richard AneserDirector
  • Suzanne NiemeyerExecutive Officer
  • James SophaDirector
  • Nate EinhornExecutive Officer
  • Peter StantonExecutive Officer
  • Joshua MayerDirector
  • Paul DonovanExecutive Officer
  • Thomas SippDirector
Offering amount
$3.6M
Amount sold
$3.6M
First sale
Jan 2022
Incorporated
Limited Liability Company, Delaware, 2018
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$1MraisedJul 2021 · 3 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • PETER STANTONExecutive Officer
  • SUZANNE NIEMEYERExecutive Officer
  • JOSHUA MAYERDirector
  • JAMES SOPHADirector
  • WILLIAM CRAGERDirector
  • PAUL HONDROSDirector
  • MINH BUIExecutive Officer
  • THOMAS SIPPDirector
Offering amount
$3M
Amount sold
$1M
First sale
Jul 2021
Incorporated
Limited Liability Company, Delaware, 2018
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$3MraisedNov 2019 · 4 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • James SophaDirector
  • Joshua MayerDirector
  • Paul HondrosDirector
  • Thomas SippDirector
  • Bill CragerDirector
Offering amount
$3M
Amount sold
$3M
Minimum investment
$25K
First sale
Nov 2019
Incorporated
Limited Liability Company, Delaware, 2018
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Frequently asked questions

How much funding has Advisor Credit Exchange raised?
Advisor Credit Exchange has disclosed $31.3M raised across 4 rounds.
Where is Advisor Credit Exchange headquartered?
Advisor Credit Exchange is headquartered in Berwyn, US.