Pfa Holdings, Llc

Other · San Diego, California

FinTechVertical SaaS

Pfa Holdings, Llc is a other company based in San Diego, California, incorporated in 2021. It has reported $27.5 million raised across 1 Form D filing with the SEC, most recently in 2021.

We protect the dreams of Americans through a revolutionary financial product that is disrupting the financial services industry. Our product and platform create an opportunity for financial services professionals to grow their own business with very little startup costs.

Total raised
$27.5M
1 round
$27.5M filed with the SEC
DateRoundAmountRaised to dateLead investorSource
2021-11-05$27.5M$27.5MSEC Form D

SEC rows are Form D filings, where the amount is what was actually sold and amendments update a round rather than adding one. Press rows are split between company-issued releases or wires and editorial or third-party coverage. The total is therefore a floor: a round nobody reported is a round we cannot see. A buyout or control change appears in the timeline but is never added to the total: that money goes to shareholders, not into the company.

Form D is the notice a company files with the SEC when it sells securities without registering them. It reports the amount sold, not a valuation. Figures here are what the filing says. Where a filing is silent, the field is left blank rather than estimated. “Total raised” adds press-reported rounds that never appear in a filing, so it is a floor rather than an audited sum: press amounts are the figures the company announced, and a round nobody reported is a round we cannot see.