Fundraising Fox

FinLocker

Delaware corporation · 3 known investors

finlocker.com

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 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
Full filing on SEC EDGAR ↗
$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
Full filing on SEC EDGAR ↗
$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
Full filing on SEC EDGAR ↗
$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
Full filing on SEC EDGAR ↗
$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
Full filing on SEC EDGAR ↗
$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
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.