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WealthEngine

Bethesda, US · Founded 2010 · 30 employees on LinkedIn · 2 known investors

Find your way into WealthEngine

117 people in our graph share verified history with the WealthEngine team — schools, employers, funds. One of them is your warm intro.

Bobby Yazdaniunlockedknows Ronald F. Smith · together at WealthEngine (overlapped)
×4knows the team · via WealthEngine
knows the team · via MACH37 Cyber Accelerator
×6knows the team · via Coopers & Lybrand (now PricewaterhouseCoopers)

Founders & leadership

RFRonald F. Smith
Ronald F. SmithSenior Vice President & CFO2010–2014Ronald F. Smith has spent over 30 years in business, including a decade in public accounting and two decades in private industry, serving as Chief Financial Officer of eight technology-based companies since 1987 and raising more than $150 million in venture capital and debt financing. He has managed mergers and acquisitions, led due diligence efforts, and oversaw finance, accounting, legal, and software operations for technology companies.
FA
Francis A. GlowackiExecutive

Board

BY
Babak YazdaniBoard director
A(
A.G.W. (Jack) Biddle, IIIBoard director
PB
PV BoccasamBoard director
DP
Donald PyleBoard director

Investors · 2

QED InvestorsreportedAlexandria · $30K – $25M

How we know: funding news · Not right? Tell us

Reported raises · per SEC filings

Form D private placements

$5.1M disclosed across 1 round · 2014

▶$5.1MraisedMay 2014 · 9 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Babak YazdaniDirector
  • A.G.W. (Jack) Biddle, IIIDirector
  • Ronald F. SmithExecutive Officer
  • PV BoccasamDirector
  • Donald PyleDirector
  • Francis A. GlowackiExecutive Officer, Director
Offering amount
$5.1M
Amount sold
$5.1M
First sale
Apr 2014
Incorporated
Corporation, Delaware, 2010
Federal exemptions
06b
Full filing on SEC EDGAR ↗

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

Frequently asked questions

Who are WealthEngine's investors?
WealthEngine's investors include Novak Biddle Venture Partners, QED Investors.
How much funding has WealthEngine raised?
WealthEngine has disclosed $5.1M raised across 1 round.
Where is WealthEngine headquartered?
WealthEngine is headquartered in Bethesda, US.