Fundraising Fox

Wellvana Health

Nashville, US · Delaware LLC · 1 known investors

Healthtech

Founders & leadership

SL
SCOTT LENZExecutive Officer
IK
IAN KYLE WAILESExecutive Officer, Director
AH
Adam HollandExecutive Officer
CM
Charlie MartinDirector
DC
Devin CartyDirector
KW
KAREY WITTYDirector
JP
Jon PhillipsDirector
RM
Rock MorphisDirector
RH
RAO HARIS NASEEMDirector
PR
Phillip RoeDirector

Investors · 1

Martin VenturesreportedNashville · $2M – $4Mvia Charlie Martin · board

Reported raises · per SEC filings

Form D private placements
▶$20MraisedFeb 2025 · 2 investors · Other Health Care
Rule 506(b)
Officers, directors & promoters on the filing
  • KAREY WITTYDirector
  • JON PHILLIPSDirector
  • ROCK MORPHISDirector
  • RAO HARIS NASEEMDirector
  • SCOTT LENZExecutive Officer
  • PHILLIP ROEDirector
  • CHARLIE MARTINDirector
  • IAN KYLE WAILESExecutive Officer, Director
  • DEVIN CARTYDirector
Offering amount
$20M
Amount sold
$20M
First sale
Nov 2024
Incorporated
Limited Liability Company, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$15.5MraisedJul 2023 · 2 investors · Other Health Care
Rule 506(b)
Officers, directors & promoters on the filing
  • Jon PhillipsDirector
  • Rock MorphisDirector
  • Devin CartyDirector
  • Kyle WailesExecutive Officer, Director
  • Karey WittyDirector
  • Charlie MartinDirector
  • Adam HollandExecutive Officer
  • Rao NaseemExecutive Officer, Director
  • Scott LenzExecutive Officer
  • Phillip RoeDirector
Offering amount
$15.5M
Amount sold
$15.5M
Sales commissions
$675K
Placement agents
SVB SECURITIES LLC
First sale
Jul 2023
Incorporated
Limited Liability Company, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$42MraisedMar 2023 · 1 investors · Other Health Care
Rule 506(b)
Officers, directors & promoters on the filing
  • Rock MorphisDirector
  • Kyle WailesExecutive Officer, Director
  • Phillip RoeDirector
  • Devin CartyDirector
  • Adam HollandExecutive Officer
  • Scott LenzExecutive Officer
  • Jon PhillipsDirector
  • Charlie MartinDirector
  • Rao Haris NaseemExecutive Officer, Director
  • Karey WittyDirector
Offering amount
$42M
Amount sold
$42M
Sales commissions
$2.3M
Placement agents
SVB SECURITIES LLC
First sale
Mar 2023
Incorporated
Limited Liability Company, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$64.5MraisedMar 2023 · 13 investors · Other Health Care
Rule 506(b)
Officers, directors & promoters on the filing
  • Jon PhillipsDirector
  • Phillip RoeDirector
  • Devin CartyDirector
  • Charlie MartinDirector
  • Adam HollandExecutive Officer
  • Rock MorphisDirector
  • Kyle WailesExecutive Officer, Director
  • Rao Haris NaseemExecutive Officer, Director
  • Scott LenzExecutive Officer
Offering amount
$64.5M
Amount sold
$64.5M
Sales commissions
$1.5M
Proceeds to insiders
$375K
Placement agents
SVB SECURITIES LLC
First sale
Feb 2023
Incorporated
Limited Liability Company, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$19.1MraisedApr 2022 · 15 investors · Other Health Care
Rule 506(b)
Officers, directors & promoters on the filing
  • Jon PhillipsDirector
  • Michael PlatekExecutive Officer
  • Charlie MartinDirector
  • Devin CartyDirector
  • Scott LenzExecutive Officer
  • Darren MajorsExecutive Officer
  • Zachary TopperExecutive Officer
  • Kyle WailesExecutive Officer, Director
  • Readus SmithExecutive Officer
  • Sean HensonExecutive Officer
  • Cassie SmithExecutive Officer
  • Mark Montoney, MDExecutive Officer
  • Phillip RoeDirector
Offering amount
$19.1M
Amount sold
$19.1M
First sale
Apr 2022
Incorporated
Limited Liability Company, Delaware, 2018
Federal exemptions
06b
Full filing on SEC EDGAR ↗

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