SEC Form D filing

CU WealthNext, LLC, 2024-07-01

An SEC Form D private-offering notice from Frankenmuth, MI, a $35,000,000 filer-stated offering target in Fintech. Filed 2024-07-01. The source filing is one click away. For companies that filed this week, open the live feed.

What this filing says

CU WealthNext, LLC Verified via SEC Form D

Credit-union-owned CUSO holding company and venture vehicle that invests in wealthtech fintech firms (InvestiFi, Concreit, Aaim, Legal Karma) to bring investment, alternative-asset, and estate-planning products to credit union members.

Filed 2024-07-01Filed to raise $35,000,000First money in 2023-11-21Raised so far $18,500,000HQ (as filed) Frankenmuth, MISector Fintech web-verified against the company’s own siteStage (inferred) GrowthCall status Late filing
Source linked the Form D on EDGAR↗Named in the filing 1 executive & director
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This is a public SEC Form D private-offering notice, the filer's own statement to the SEC. Amounts are offering targets, not confirmed closes. Takeoff Radar pulls Form D nightly from EDGAR and links every filing to its source.