Fundraising FoxBeeline Financial Holdings
Providence, US · Founded 2020 · Delaware corporation
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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
CM
Christopher MoeChief 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 TechnologyRule 506(b)
▶$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
▶$3.3MraisedJun 2024 · 11 investors · Other TechnologyRule 506(b)
▶$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
▶$23.3MraisedJun 2024 · 64 investors · Other TechnologyRule 506(b)
▶$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
▶$5.7MraisedOct 2021 · 12 investors · Other TechnologyRule 506(b)
▶$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
▶$3.1MraisedSep 2021 · 10 investors · Other TechnologyRule 506(b)
▶$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
▶$7.1MraisedSep 2021 · 19 investors · Other TechnologyRule 506(b)
▶$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
▶$2.6MraisedNov 2019 · 17 investors · Other TechnologyRule 506(b)
▶$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
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
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.