Fundraising Fox

Helm Health

Columbus, US · Founded 2019 · Delaware corporation · 1 known investors

Platform enabling carriers to launch configurable dynamic copay health plans.

Healthtech

Founders & leadership

BO
Bradley OttoDirector
KR
Kathryn ReddyDirector
RK
Ross KlostermanDirector, Executive Officer
OC
Olivia CameronSecretary of the Issuer
BS
Brodie StoneMr. Stone is the Chief Revenue Officer of the Issuer.

Investors · 1

.406 VenturesBoston · $1M – $4M

Reported raises · per SEC filings

Form D private placements
▶$10.5MraisedMar 2026 · 5 investors · Other Health Care
Rule 506(b)
Officers, directors & promoters on the filing
  • Bradley OttoDirector
  • Kathryn ReddyDirector
  • Ross KlostermanDirector, Executive Officer
  • Olivia CameronExecutive Officer
Offering amount
$10.5M
Amount sold
$10.5M
First sale
Oct 2025
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$2.6MraisedMar 2024 · 11 investors · Other Health Care
Rule 506(b)
Officers, directors & promoters on the filing
  • Bradley OttoDirector
  • Brodie StoneExecutive Officer, Promoter
  • Ross KlostermanDirector, Executive Officer, Promoter
  • Olivia CameronExecutive Officer, Promoter
Offering amount
$3.6M
Amount sold
$2.6M
First sale
Mar 2024
Incorporated
Corporation, Delaware, 2019
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$6.7MraisedSep 2021 · 33 investors · Other Health Care
Rule 506(b)
Officers, directors & promoters on the filing
  • Ross KlostermanExecutive Officer, Director, Promoter
  • Brodie StoneExecutive Officer, Director, Promoter
  • Olivia CameronExecutive Officer, Director, Promoter
Offering amount
$7.3M
Amount sold
$6.7M
First sale
Aug 2021
Incorporated
Corporation, Delaware, 2019
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$1.4MraisedJan 2021 · 24 investors · Other Health Care
Rule 506(b)
Officers, directors & promoters on the filing
  • Brodie StoneExecutive Officer, Director, Promoter
  • Ross KlostermanExecutive Officer, Director, Promoter
  • Olivia CameronExecutive Officer, Director, Promoter
Offering amount
$1.4M
Amount sold
$1.4M
First sale
Nov 2020
Incorporated
Corporation, Delaware, 2019
Federal exemptions
06b
Full filing on SEC EDGAR ↗

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