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Praxis Solutions
West Hollywood, US · Founded 2018 · Delaware corporation
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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
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)
- 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)
- 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.
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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.