Advisor Credit Exchange
Berwyn, US · Founded 2018 · Delaware LLC
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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 TechnologyRule 506(b)
▶$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
▶$3.6MraisedJan 2022 · 7 investors · Other TechnologyRule 506(b)
▶$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
▶$1MraisedJul 2021 · 3 investors · Other TechnologyRule 506(b)
▶$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
▶$3MraisedNov 2019 · 4 investors · Other TechnologyRule 506(b)
▶$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
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.