FinLocker
Delaware corporation · 3 known investors
FinLocker provides a white-label financial engagement platform for mortgage lenders, credit unions, banks, and housing counselors to help customers improve financial fitness and achieve homeownership. The platform combines consumer data, personalized financial guidance, and mortgage readiness tools to attract, nurture, and retain borrowers.
Founders & leadership
BV
Brian VieauxExecutive Officer
AT
Andria ThomasExecutive Officer
BO
Brian O'ReillyDirector
ER
Eric RayDirector
TS
Tim SternDirector
BG
Bryan GarciaExecutive Officer
SM
Satyan MerchantDirector
HC
Henry CasonExecutive Officer, Director
PP
Peter P. EsparragoManager of Issuer
BS
Barry SandweissDirector
Investors · 3
Reported raises · per SEC filings
Form D private placements▶$1MraisedAug 2025 · 4 investors · Other TechnologyRule 506(b)
▶$1MraisedAug 2025 · 4 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Brian VieauxExecutive Officer
- Andria ThomasExecutive Officer
- Brian O'ReillyDirector
- Eric RayDirector
- Tim SternDirector
- Barry SandweissDirector
- Bryan GarciaExecutive Officer
- Satyan MerchantDirector
- Henry CasonExecutive Officer, Director
- Offering amount
- $1M
- Amount sold
- $1M
- First sale
- Aug 2025
- Incorporated
- Corporation, Delaware, 2024
- Federal exemptions
- 06b
▶$15.7MraisedMay 2024 · 34 investors · Other TechnologyRule 506(b)
▶$15.7MraisedMay 2024 · 34 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Brian VieauxExecutive Officer
- Timothy SternDirector
- Cliff HolekampDirector
- Bryan GarciaExecutive Officer
- Barry SandweissDirector
- Henry CasonExecutive Officer, Director
- Brian O'ReillyDirector
- Satyan MerchantDirector
- Offering amount
- $17.2M
- Amount sold
- $15.7M
- First sale
- Apr 2024
- Incorporated
- Corporation, Delaware, 2024
- Federal exemptions
- 06b
▶$19.8MraisedOct 2020 · 48 investors · Other TechnologyRule 506(b)
▶$19.8MraisedOct 2020 · 48 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Peter EsparragoExecutive Officer, Director
- Barry SandweissExecutive Officer, Director
- Joe MellmanDirector
- Brian O'ReillyDirector
- Cliff HolekampDirector
- Timothy SternExecutive Officer, Director
- Offering amount
- $19.8M
- Amount sold
- $19.8M
- First sale
- Oct 2019
- Incorporated
- Limited Liability Company, Delaware
- Federal exemptions
- 06b
▶$2.1MraisedJul 2018 · 5 investors · Other TechnologyRule 506(b)
▶$2.1MraisedJul 2018 · 5 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Barry SandweissExecutive Officer, Director
- Brian O'ReillyDirector
- Timothy SternExecutive Officer, Director
- Peter EsparragoExecutive Officer, Director
- Cliff HolekampDirector
- Offering amount
- $6M
- Amount sold
- $2.1M
- First sale
- Jun 2018
- Incorporated
- Limited Liability Company, Delaware, 2014
- Federal exemptions
- 06b
▶$900KraisedSep 2016 · 5 investors · Other TechnologyRule 506(b)
▶$900KraisedSep 2016 · 5 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Barry SandweissExecutive Officer, Director
- Timothy SternExecutive Officer, Director
- Peter EsparragoExecutive Officer, Director
- Brian O'ReillyDirector
- Offering amount
- $2M
- Amount sold
- $900K
- First sale
- Aug 2016
- Incorporated
- Limited Liability Company, Delaware, 2014
- Federal exemptions
- 06b
▶$2.3MofferedSep 2015 · Other TechnologyRule 506(b)
▶$2.3MofferedSep 2015 · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Peter P. EsparragoExecutive Officer, Director
- Brian O'ReillyDirector
- Timothy SternDirector
- Barry O. SandweissExecutive Officer, Director
- Offering amount
- $2.3M
- Incorporated
- Limited Liability Company, Delaware, 2014
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.