Fundraising Fox

Beeline Financial Holdings

Providence, US · Founded 2020 · Delaware corporation

Find your way into Beeline Financial Holdings

214 people in our graph share verified history with the Beeline Financial Holdings team — schools, employers, funds. One of them is your warm intro.

Mike Zakunlockedknows Christopher Moe · together at United States Marine Corps (overlapped)
×6knows the team · via Harvard Business School
×5knows the team · via United States Marine Corps

Founders & leadership

Beeline Financial Holdings was founded in 2020 by Nicholas R. Liuzza, Jr. and Jessica Kennedy.

NR
Nicholas R. Liuzza, Jr.Chief Executive Officer & Director
JK
Jessica KennedyPresident and Secretary
CMChristopher Moe
Christopher MoeinChief Financial Officer and TreasurerHe brings more than 40 years of experience in finance and investment banking across global firms, with expertise in acquisitions, divestitures, business development, and venture capital.
PW
PETER W. GONZALEZPRESIDENT, TREASURER, AND DIRECTOR

Board

PB
Peter BordesBoard director
JF
Joseph FreedmanBoard director
DK
David KittleBoard director
GE
Greg EllisBoard director

Reported raises · per SEC filings

Form D private placements

$45.6M disclosed across 7 rounds · 2018–2024

▶$575KraisedAug 2024 · 8 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Joseph FreedmanDirector
  • Christopher MoeExecutive Officer
  • Nicholas R. Liuzza, Jr.Executive Officer, Director
  • David KittleDirector
  • Peter BordesDirector
  • Greg EllisDirector
  • Jessica KennedyExecutive Officer
Offering amount
$1.5M
Amount sold
$575K
Minimum investment
$50K
First sale
Jul 2024
Incorporated
Corporation, Delaware, 2020
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$3.3MraisedJun 2024 · 11 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Nicholas R. Liuzza, Jr.Executive Officer, Director
  • David KittleDirector
  • Joseph FreedmanDirector
  • Greg EllisDirector
  • Jessica KennedyExecutive Officer
  • Peter BordesDirector
  • Christopher MoeExecutive Officer
Offering amount
$3.3M
Amount sold
$3.3M
Minimum investment
$250K
Finders' fees
$300K
Placement agents
JOSEPH GUNNAR & CO., LLC
First sale
Jun 2024
Incorporated
Corporation, Delaware, 2020
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$23.3MraisedJun 2024 · 64 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • PETER BORDESDirector
  • JOSEPH FREEDMANDirector
  • NICHOLAS R. LIUZZA, JR.Executive Officer, Director
  • CHRISTOPHER MOEExecutive Officer, Director
  • GREG ELLISDirector
  • DAVID KITTLEDirector
  • JESSICA KENNEDYExecutive Officer
Offering amount
$23.3M
Amount sold
$23.3M
First sale
May 2022
Incorporated
Corporation, Delaware, 2020
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$5.7MraisedOct 2021 · 12 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • NICHOLAS R. LIUZZA, JR.Executive Officer, Director
  • PETER W. GONZALEZExecutive Officer, Director
  • JESSICA KENNEDYExecutive Officer
Offering amount
$5.7M
Amount sold
$5.7M
Proceeds to insiders
$700K
First sale
Oct 2021
Incorporated
Corporation, Delaware, 2020
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$3.1MraisedSep 2021 · 10 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • NICHOLAS R. LIUZZA, JR.Executive Officer, Director
  • PETER W. GONZALEZExecutive Officer, Director
  • JESSICA KENNEDYExecutive Officer
Offering amount
$3.1M
Amount sold
$3.1M
First sale
Dec 2018
Incorporated
Corporation, Delaware, 2020
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$7.1MraisedSep 2021 · 19 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • JESSICA KENNEDYExecutive Officer
  • NICHOLAS R. LIUZZA, JR.Executive Officer, Director
  • PETER W. GONZALEZExecutive Officer, Director
Offering amount
$7.8M
Amount sold
$7.1M
First sale
Mar 2020
Incorporated
Corporation, Delaware, 2020
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$2.6MraisedNov 2019 · 17 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • NICHOLAS R. LIUZZA, JR.Executive Officer, Director
  • JESSICA KENNEDYExecutive Officer
  • PETER W. GONZALEZExecutive Officer, Director
Offering amount
$3M
Amount sold
$2.6M
First sale
Oct 2019
Incorporated
Corporation, Rhode Island, 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.

In the news

Beeline Holdings secures $5 million for growth and debt reduction By Investing.cominvesting.com · Feb 2025EXCLUSIVE: Beeline Raises $5 Million Via Private Offering, CEO Invests $2.9 Million To Drive AI Mortgage Growthfinance.yahoo.com · Feb 2025Beeline Secures $5M Funding as CEO Invests $2.9M to Drive AI Mortgage Disruptionfinance.yahoo.com · Feb 2025

Frequently asked questions

Who founded Beeline Financial Holdings?
Beeline Financial Holdings was founded by Nicholas R. Liuzza, Jr., Jessica Kennedy in 2020.
How much funding has Beeline Financial Holdings raised?
Beeline Financial Holdings has disclosed $45.6M raised across 7 rounds.
Where is Beeline Financial Holdings headquartered?
Beeline Financial Holdings is headquartered in Providence, US.