Debt Financing - WealthEngine

Debt Financing - WealthEngine

Investment Firm

Overview

WealthEngine provides wealth intelligence and prospect research for nonprofit organizations and financial services companies.

Announced Date

Mar 05, 2019

Funding Type

Debt Financing

Highlights

Location

United States, North America

Social

Investor Lead

Novak Biddle Venture Partners

Novak Biddle Venture Partners

Novak Biddle Venture Partners is a early_stage_venture and late_stage_venture and private_equity and seed firm.

Streamlined Ventures

Streamlined Ventures

Streamlined Ventures is a early_stage_venture and late_stage_venture and seed firm.

Signatures Capital

Signatures Capital

Signatures Capital is a early_stage_venture and late_stage_venture and seed firm.

CIBC Bank

CIBC Bank

CIBC Bank is a debt and post_ipo firm.

Participant Investors

4

Investor Name
Participant InvestorCIBC Bank
Participant InvestorSignatures Capital
Participant InvestorStreamlined Ventures
Participant InvestorNovak Biddle Venture Partners

Round Details and Background

WealthEngine raised $6500000 on 2019-03-05 in Debt Financing

WealthEngine provides wealth intelligence and prospect research for nonprofit organizations and financial services companies.

Company Funding History

5

Announcment DateTransaction NameNumber Of InvestorsLead InvestorMoney Raised
May 05, 2014
Series B - WealthEngine
5-7.0M
Dec 31, 2012
Debt Financing - WealthEngine
-1.2M
Jan 04, 2011
Venture Round - WealthEngine
1-2.5M
Mar 01, 2010
Series A - WealthEngine
2-5.0M

Recent Activity

There is no recent news or activity for this profile.