Praxis Solutions
West Hollywood, US · Founded 2018 · Delaware corporation
Praxis provides AI strategy, custom software builds, and outsourced distribution services for financial firms including broker-dealers, RIAs, independent firms, bank wealth divisions, and trust companies. Its offerings include AI diagnostic engagements, outsourced wholesaling for asset managers through Praxis Distribution Partners, and WealthHawk, a money-in-motion prospecting tool for financial advisors.
Founders & leadership
WE
William E. Dwyer, IIIExecutive
MG
Max GokhmanNamed on SEC filing
AR
Andreas RoellNamed on SEC filing
AW
Amy WierengaNamed on SEC filing
WE
William E Dwyer, IIINamed on SEC filing
Board
Reported raises · per SEC filings
Form D private placements$9.8M disclosed across 2 rounds · 2020–2024
▶$1.8MraisedMar 2025 · 5 investors · Other TechnologyRule 506(b)
▶$1.8MraisedMar 2025 · 5 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Richard GoldmanDirector
- David FreniereDirector
- Henrik ChristensenDirector
- Navid J. AlipourExecutive Officer, Director
- William E. Dwyer, IIIExecutive Officer, Director
- Dominic JanssensDirector
- Offering amount
- $5M
- Amount sold
- $1.8M
- First sale
- Jul 2024
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$8MraisedMay 2022 · 62 investors · Other TechnologyRule 506(b)
▶$8MraisedMay 2022 · 62 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Navid AlipourExecutive Officer, Director
- Max GokhmanExecutive Officer
- Andreas RoellDirector
- Amy WierengaDirector
- Dominic JanssensDirector
- William E Dwyer, IIIExecutive Officer, Director
- Offering amount
- $11.6M
- Amount sold
- $8M
- First sale
- Nov 2020
- Incorporated
- Corporation, Delaware, 2018
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 2
by search overlapPraxisnation27 shared keywordsPraxis is an online community and membership organization working to establish a new city described as a digital nation. Members join to meet others online, attend events, and contribute to projects, with select members invited to relocate to the city.
Praxcap22 shared keywordsPraxis (Praxis Capital) is a real estate investment sponsor that offers investment opportunities to individual investors. The company manages real estate operations and works with limited partners who invest alongside the sponsor.
Companies competing with Praxis Solutions for the same Google search keywords, organic and paid, via search-intersection analysis.
Frequently asked questions
- What does Praxis Solutions do?
- Praxis provides AI strategy, custom software builds, and outsourced distribution services for financial firms including broker-dealers, RIAs, independent firms, bank wealth divisions, and trust companies. Its offerings include AI diagnostic engagements, outsourced wholesaling for asset managers through Praxis Distribution Partners, and WealthHawk, a money-in-motion prospecting tool for financial advisors.
- How much funding has Praxis Solutions raised?
- Praxis Solutions has disclosed $9.8M raised across 2 rounds.
- Where is Praxis Solutions headquartered?
- Praxis Solutions is headquartered in West Hollywood, US.