Fundraising Fox

Vwise

Aliso Viejo, US · California corporation · 1 known investors

vwise.com ↗in𝕏f

vWise builds a digital experience platform that delivers personalized engagement for retirement plan participants, helping them enroll, increase savings, and adopt financial products. It serves recordkeepers, financial product providers, and advisors in the U.S. defined contribution retirement market.

AI & Machine LearningFintechInsurTechMarketing TechSaaSWellness & Fitness

Founders & leadership

DF
David FerrignoExecutive
TM
Tony MingoNamed on SEC filing
TG
Todd GillespieNamed on SEC filing

Board

HMHoward Mergelkamp
Howard MergelkampinBoard directorManaging Partner at Mosaik Partners
AH
Albert HummelBoard director

Investors · 1

Mosaik PartnersSan Francisco · $2M – $7M

Reported raises · per SEC filings

Form D private placements

$17M disclosed across 8 rounds · 2010–2021

▶$8.6MraisedJun 2021 · 5 investors · Other
Rule 506(b)
Officers, directors & promoters on the filing
  • Miles KilburnDirector
  • David FerrignoExecutive Officer, Director
  • Albert HummelDirector
  • Mary Beth GlotzbachDirector
  • Howard MergelkampDirector
Offering amount
$8.6M
Amount sold
$8.6M
First sale
Jun 2021
Incorporated
Corporation, California
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$1MraisedDec 2017 · 2 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • HOWARD MERGELKAMPDirector
  • HOWARD HUMMELDirector
  • TONY MINGOExecutive Officer, Director
  • DAVID FERRIGNOExecutive Officer
  • TODD GILLESPIEExecutive Officer, Director
Offering amount
$1M
Amount sold
$1M
Minimum investment
$250K
Incorporated
Corporation, California
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$500KraisedJul 2017 · 2 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • TODD GILLESPIEExecutive Officer, Director
  • DAVID FERRIGNOExecutive Officer
  • HOWARD MERGELKAMPDirector
  • HOWARD HUMMELDirector
  • TONY MINGOExecutive Officer, Director
Offering amount
$500K
Amount sold
$500K
Minimum investment
$250K
Incorporated
Corporation, California
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$500.2KraisedApr 2017 · 2 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Howard MergelkampDirector
  • David FerrignoExecutive Officer
  • Todd GillespieExecutive Officer, Director
  • Albert HummelDirector
  • Tony MingoExecutive Officer, Director
Offering amount
$500.2K
Amount sold
$500.2K
Minimum investment
$250K
First sale
Apr 2017
Incorporated
Corporation, California
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$3.5MraisedOct 2016 · 2 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • David FerrignoExecutive Officer
  • Albert HummelDirector
  • Tony MingoExecutive Officer, Director
  • Todd GillespieExecutive Officer, Director
  • Howard MergelkampDirector
Amount sold
$3.5M
Incorporated
Corporation, California
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$1.5MraisedJun 2014 · 1 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Todd GillespieExecutive Officer, Director
  • Howard MergelkampDirector
  • Albert HummelDirector
  • Tony MingoExecutive Officer, Director
Offering amount
$3M
Amount sold
$1.5M
First sale
Jun 2014
Incorporated
Corporation, California
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$200KraisedFeb 2014 · 2 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Tony MingoExecutive Officer, Director, Promoter
  • Todd GillespieDirector, Promoter
Offering amount
$1.7M
Amount sold
$200K
First sale
Apr 2010
Incorporated
Corporation, California
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$1.2MraisedJan 2012 · 12 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Tony MingoExecutive Officer, Director, Promoter
  • Todd GillespieDirector, Promoter
Offering amount
$1.3M
Amount sold
$1.2M
Finders' fees
$10K
First sale
Apr 2010
Incorporated
Corporation, California
Federal exemptions
06
Full filing on SEC EDGAR ↗

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

Competitors · 1

by search overlap
Vise AI6 shared keywordsVise is an investment management platform that automatically builds, manages, and explains personalized portfolios for each investor, aimed at financial advisors serving their clients. It operates as an SEC-registered investment adviser using AI to handle portfolio construction and tax-loss harvesting.

Companies competing with Vwise for the same Google search keywords, organic and paid, via search-intersection analysis.

Frequently asked questions

What does Vwise do?
vWise builds a digital experience platform that delivers personalized engagement for retirement plan participants, helping them enroll, increase savings, and adopt financial products. It serves recordkeepers, financial product providers, and advisors in the U.S. defined contribution retirement market.
Who are Vwise's investors?
Vwise's investors include Mosaik Partners.
How much funding has Vwise raised?
Vwise has disclosed $17M raised across 8 rounds.
Where is Vwise headquartered?
Vwise is headquartered in Aliso Viejo, US.