/Companies

Wealthramp

Osterville, US · Founded 2019 · Delaware corporation · 8 employees on LinkedIn

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Founders & leadership

Wealthramp was founded in 2019 by Pamela Krueger.

PK
Pamela KruegerFounder
DWDiane Woolf
Diane WoolfCFODiane Woolf held prior roles as Managing Director at BellMark Partners, Director at Covington Associates and Tucker Anthony Sutro, and VP of Private Capital Markets at Robertson Stephens, with early career experience as a CPA at Coopers & Lybrand. She joined Wealthramp as CFO in 2019.

Board

RD
Richard DesichBoard director
DPDemos Parneros
Demos ParnerosBoard MemberManaging Partner at CityPark Investments
CH
Christian HayesBoard director
DK
Daniel KernBoard director

Reported raises · per SEC filings

Form D private placements

$1.4M disclosed across 2 rounds · 2019–2022

▶$350KraisedSep 2024 · 2 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Pamela KruegerExecutive Officer, Director
  • Demos ParnerosDirector
  • Christian HayesDirector
  • Diane WoolfExecutive Officer
  • Daniel KernDirector
  • Richard DesichDirector
Offering amount
$3M
Amount sold
$350K
First sale
Sep 2022
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$1MraisedJul 2021 · 16 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Pamela KruegerExecutive Officer, Director
  • Demos ParnerosDirector
  • Diane WoolfExecutive Officer
  • Christian HayesDirector
  • Daniel KernDirector
Offering amount
$1.5M
Amount sold
$1M
First sale
Jul 2019
Incorporated
Corporation, Delaware
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 founded Wealthramp?
Wealthramp was founded by Pamela Krueger in 2019.
How much funding has Wealthramp raised?
Wealthramp has disclosed $1.4M raised across 2 rounds.
Where is Wealthramp headquartered?
Wealthramp is headquartered in Osterville, US.