TribeVest
Columbus, US · Founded 2016 · Delaware corporation
Find your way into TribeVest
92 people in our graph share verified history with the TribeVest team — schools, employers, funds. One of them is your warm intro.
Justin Zeefeunlockedknows Travis Smith · together at The Ohio State University (overlapped)
×6knows the team · via The Ohio State University
×5knows the team · via Chapman University
Tribevest is a platform for lead sponsors and capital aggregators to launch and manage compliant Fund of Funds SPVs, handling legal, financial, and regulatory tasks such as entity formation, investor onboarding, cap table management, distributions, and K-1 preparation. It targets private-market deal sponsors raising capital under Reg D 506(b) and 506(c) offerings.
Founders & leadership
TribeVest was founded in 2016 by Travis Smith.
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Travis SmithinFounder & CEOTravis Smith is President and CEO of TribeVest, a platform enabling capital aggregators to launch and manage compliant Fund of Funds SPVs for private-market deal sponsors raising capital under Reg D offerings.
Reported raises · per SEC filings
Form D private placements$1.3M disclosed across 5 rounds · 2020–2024
▶$200KraisedJun 2024 · 3 investors · Other Banking and Financial ServicesRule 506(b)
▶$200KraisedJun 2024 · 3 investors · Other Banking and Financial Services
Rule 506(b)Officers, directors & promoters on the filing
- Zachary BowersExecutive Officer
- Travis SmithExecutive Officer
- Offering amount
- $1M
- Amount sold
- $200K
- First sale
- Jun 2024
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$247KraisedMay 2023 · 5 investors · Other TechnologyRule 506(b)
▶$247KraisedMay 2023 · 5 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Rick GonzalezExecutive Officer
- Travis SmithExecutive Officer, Director
- Zachary BowersDirector
- Offering amount
- $1M
- Amount sold
- $247K
- Minimum investment
- $10K
- First sale
- May 2023
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$523.4KraisedOct 2022 · 17 investors · InvestingRule 506(b)
▶$523.4KraisedOct 2022 · 17 investors · Investing
Rule 506(b)Officers, directors & promoters on the filing
- Zachary BowersDirector
- Travis SmithExecutive Officer, Director
- Offering amount
- $900K
- Amount sold
- $523.4K
- First sale
- Sep 2022
- Incorporated
- Corporation, Delaware, 2022
- Federal exemptions
- 06b
▶$300KraisedSep 2021 · 1 investors · Other TechnologyRule 506(b)
▶$300KraisedSep 2021 · 1 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Travis SmithExecutive Officer
- Offering amount
- $3M
- Amount sold
- $300K
- First sale
- Sep 2021
- Incorporated
- Limited Liability Company, Ohio
- Federal exemptions
- 06b
▶$65KraisedMay 2020 · 3 investors · Other TechnologyRule 506(b)
▶$65KraisedMay 2020 · 3 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Travis SmithExecutive Officer
- Offering amount
- $1M
- Amount sold
- $65K
- First sale
- Feb 2020
- Incorporated
- Limited Liability Company, Ohio, 2016
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 5
by search overlap
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Ellevest83 shared keywordsEllevest is a women-founded, women-led SEC-registered investment advisor offering wealth management and financial planning services designed for women and their families. It provides portfolio management, values-aligned investing, and tax optimization across brokerage accounts, IRAs, and donor-advised funds in the US.
Prior Finance55 shared keywordsPrior Finance operates a digital financial services platform offering personal loans, student loans, home loans, deposit accounts, credit cards, and investment tools through an integrated mobile application, serving both individual members and enterprise partners seeking lending solutions and technology infrastructure.
Vest53 shared keywordsVestfin designs defined-outcome investment products that use derivatives to target specified growth caps, protection buffers, and income levels for portfolios. Its Target Outcome Investments are offered to advisors and their clients across various product wrappers.
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Frequently asked questions
- What does TribeVest do?
- Tribevest is a platform for lead sponsors and capital aggregators to launch and manage compliant Fund of Funds SPVs, handling legal, financial, and regulatory tasks such as entity formation, investor onboarding, cap table management, distributions, and K-1 preparation. It targets private-market deal sponsors raising capital under Reg D 506(b) and 506(c) offerings.
- Who founded TribeVest?
- TribeVest was founded by Travis Smith in 2016.
- How much funding has TribeVest raised?
- TribeVest has disclosed $1.3M raised across 5 rounds.
- Where is TribeVest headquartered?
- TribeVest is headquartered in Columbus, US.