Fundraising Fox
Vwise
Aliso Viejo, US · Founded 2006 · California corporation · 16 employees on LinkedIn · 1 known investors
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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.
Founders & leadership
DF
David FerrignoChief Executive OfficerDavid Ferrigno brings two decades of C-suite experience leading software companies that built enterprise platforms for financial institutions and Fortune 1000 clients. He has directed operations across multiple company stages, from seed through private equity funding, and managed audits and scaling initiatives.
TM
Tony MingoNamed on SEC filing
TG
Todd GillespieNamed on SEC filing
Board
HM
AH
Albert HummelBoard director
Investors · 1
Reported raises · per SEC filings
Form D private placements$17M disclosed across 8 rounds · 2010–2021
▶$8.6MraisedJun 2021 · 5 investors · OtherRule 506(b)
▶$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
▶$1MraisedDec 2017 · 2 investors · Other TechnologyRule 506(b)
▶$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
▶$500KraisedJul 2017 · 2 investors · Other TechnologyRule 506(b)
▶$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
▶$500.2KraisedApr 2017 · 2 investors · Other TechnologyRule 506(b)
▶$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
▶$3.5MraisedOct 2016 · 2 investors · Other TechnologyRule 506(b)
▶$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
▶$1.5MraisedJun 2014 · 1 investors · Other TechnologyRule 506(b)
▶$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
▶$200KraisedFeb 2014 · 2 investors · Other TechnologyRule 506(b)
▶$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
▶$1.2MraisedJan 2012 · 12 investors · Other TechnologyRule 506(b)
▶$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
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Founder mafia
2 people who came through Vwise went on to found or lead other companies.
Related companies · 1
Companies working in the same space as Vwise.
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.