Vestorly, Inc.
Other Technology · New York, New York
Vestorly, Inc. is a other technology company based in New York, New York, incorporated in 2011. It has raised at least $14.7 million across 2 known rounds, of which $4.1 million was reported to the SEC on 1 Form D filing, most recently in 2016.
Developer of AI-driven software for content discovery and curation for financial advisory firms, helping the wealth management industry streamline workflow.
| Date | Round | Amount | Raised to date | Lead investor | Source |
|---|---|---|---|---|---|
| 2016-12-07 | — | $8.5M | $14.7M | Round pagesource ↗ | |
| 2016-01-28 | — | $4.1M | $6.2M | SEC Form D | |
| 2014-08-21 | — | $1.6M | $2.1M | SEC Form D | |
| 2014-08-21 | — | $444K | $444K | SEC 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.