Edquity
Brooklyn, US · Founded 2016 · Delaware corporation · 7 employees on LinkedIn · 1 known investors
Find your way into Edquity
198 people in our graph share verified history with the Edquity team — schools, employers, funds. One of them is your warm intro.
Karthik Ardhanareeswaranunlockedknows David Helene · together at Yale University (overlapped)
×11knows the team · via Yale University
Founders & leadership
Edquity was founded in 2016 by David Helene.
DH

David HeleneinFounder & Chief Executive Officer2016–2026David Helene previously co-founded UniFi Scholars, a non-profit offering college financial planning education to low-income high school students, and served as VP at The Clearing House. He is now an executive officer at Edquity (Beam), which provides cash distribution software for institutions and government agencies.30 Under 30 2020
JH
Jessica HaseltonNamed on SEC filing
WM
Westley MooreNamed on SEC filing
DR
David RobertsNamed on SEC filing
Investors · 1
Reported raises · per SEC filings
Form D private placements$21.9M disclosed across 5 rounds · 2019–2024
▶$4.5MraisedApr 2024 · 7 investors · Other TechnologyRule 506(b)
▶$4.5MraisedApr 2024 · 7 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Jessica HaseltonDirector
- Patrick MaloneyDirector
- Margot KaneDirector
- David HeleneExecutive Officer, Director
- Offering amount
- $6M
- Amount sold
- $4.5M
- First sale
- Jan 2024
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$8.6MraisedJun 2022 · 14 investors · Other TechnologyRule 506(b)
▶$8.6MraisedJun 2022 · 14 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Jessica HaseltonDirector
- David RobertsDirector
- David HeleneExecutive Officer, Director
- Westley MooreDirector
- Offering amount
- $12.2M
- Amount sold
- $8.6M
- First sale
- Jun 2022
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$2MraisedSep 2021 · 1 investors · Other TechnologyRule 506(b)
▶$2MraisedSep 2021 · 1 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Jessica HaseltonDirector
- David HeleneExecutive Officer, Director
- Westley MooreDirector
- David RobertsDirector
- Offering amount
- $3M
- Amount sold
- $2M
- First sale
- Aug 2021
- Incorporated
- Corporation, Delaware, 2016
- Federal exemptions
- 06b
▶$2.6MraisedNov 2020 · 6 investors · Other TechnologyRule 506(b)
▶$2.6MraisedNov 2020 · 6 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- David HeleneExecutive Officer, Director
- David RobertsDirector
- Jessica HaseltonDirector
- Westley MooreDirector
- Offering amount
- $3M
- Amount sold
- $2.6M
- First sale
- Nov 2020
- Incorporated
- Corporation, Delaware, 2016
- Federal exemptions
- 06b
▶$4.2MraisedJan 2020 · 16 investors · OtherRule 506(b)
▶$4.2MraisedJan 2020 · 16 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- David HeleneExecutive Officer, Director
- Westley MooreDirector
- David RobertsDirector
- Jessica HaseltonDirector
- Offering amount
- $4.3M
- Amount sold
- $4.2M
- Minimum investment
- $1
- First sale
- Dec 2019
- Incorporated
- Corporation, Delaware, 2016
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Frequently asked questions
- Who founded Edquity?
- Edquity was founded by David Helene in 2016.
- Who are Edquity's investors?
- Edquity's investors include Stacked Capital.
- How much funding has Edquity raised?
- Edquity has disclosed $21.9M raised across 5 rounds.
- Where is Edquity headquartered?
- Edquity is headquartered in Brooklyn, US.

