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Live Well Financial

Description

Provider of mortgage services. The company is a privately-owned mortgage originator, servicer and investor, licensed in the United States that offers mortgage planning to customers for retirement purposes.

2005

Founded

PRIVATE

Status

201-500

Employees

Later Stage VC

Latest Deal Type

$275k

Latest Deal Amount

$10.3M

Total Amount Raised

Description

Provider of mortgage services. The company is a privately-owned mortgage originator, servicer and investor, licensed in the United States that offers mortgage planning to customers for retirement purposes.

Website:

www.livewell.com

Ownership Status

Privately held (backing)

Financing Status

Venture Capital-Backed

Primary Industry

Other Financial Services

Other Industries

Other Services (B2C Non-Financial)

Primary Office

1011 Boulder Springs Drive Suite 420 Richmond, VA 23225United States +1 (800) 577-5821
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Live Well Financial Valuation and Funding

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Deal TypeDateAmountRaised to DatePost-ValStatusStage

Live Well Financial Cap Table

Stock# of Shares
Authorized
Par ValueDividend Rate (%)Original
Issue Price
LiquidationLiquidation
Pref. Multiple
Conversion
Price
% Owned

Live Well Financial Investors (2)

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Investor NameInvestor TypeHoldingInvestor SinceParticipating RoundsBoard
Seat
Contact
Info
Five Elms CapitalVenture CapitalMinority000 0000000 0000
North Hill VenturesVenture CapitalMinority000 0000000 0000
Five Elms Capital Venture Capital
North Hill Ventures Venture Capital

Live Well Financial Executive Team (11)

NameTitleBoard
Seat
Contact
Info
Michael HildFounder, Chairman of the Board & Chief Executive Officer
Eric RohrChief Financial Officer, Senior Vice President & Board Member
Paula FosterVice President & Controller
Ilya KleymanDirector, Marketing and Communications
Bruce BarnesExecutive Vice President
Michael Hild Founder, Chairman of the Board & Chief Executive Officer
Eric Rohr Chief Financial Officer, Senior Vice President & Board Member
Paula Foster Vice President & Controller
Ilya Kleyman Director, Marketing and Communications
Bruce Barnes Executive Vice President

Live Well Financial Board Members (2)

NameRepresentingRoleSinceContact
Info
Michael HildLive Well FinancialFounder, Chairman of the Board & Chief Executive Officer000 0000
Stuart CantorSelfBoard Member000 0000
Michael Hild Founder, Chairman of the Board & Chief Executive Officer Live Well Financial
Stuart Cantor Board Member Self
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