Fundraising Fox

Wealthhub Solutions

Conshohocken, US · Founded 2014 · Delaware corporation · 1 known investors

Founders & leadership

JM
James MarksExecutive Officer, Director
JS
John SantiDirector
SJ
Stanley JoffeDirector, Promoter
AJ
Antony JoffeDirector
HF
Holly FlanaganDirector
DN
David NevasDirector
RV
Richard VagueDirector

Investors · 1

Rittenhouse VenturesreportedPhiladelphia · $1M – $3Mvia David Nevas · board

Reported raises · per SEC filings

Form D private placements
▶$1.6MraisedDec 2024 · 2 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Antony JoffeDirector
  • Holly FlanaganDirector
  • James MarksExecutive Officer, Director
  • David NevasDirector
  • Richard VagueDirector
Offering amount
$1.6M
Amount sold
$1.6M
First sale
Nov 2024
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$5.6MraisedNov 2019 · 23 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Richard VagueDirector
  • James M. MarksExecutive Officer, Director
  • Antony JoffeExecutive Officer, Director
Offering amount
$6.1M
Amount sold
$5.6M
Proceeds to insiders
$60K
First sale
Nov 2019
Incorporated
Corporation, Delaware, 2014
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$1.6MraisedSep 2016 · 15 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Sterling Global Holdings LLCPromoter
  • C. Richard CorlPromoter
  • John SantiDirector
  • James M. MarksExecutive Officer
  • Stanley JoffeDirector, Promoter
  • Corl, LLCPromoter
  • Antony JoffeDirector, Promoter
Offering amount
$1.8M
Amount sold
$1.6M
First sale
Sep 2015
Incorporated
Limited Liability Company, Delaware, 2014
Federal exemptions
06b
Full filing on SEC EDGAR ↗

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