Company Profiles

driven by the PitchBook Platform

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
Request a free trial to the PitchBook Platform
You're viewing a free company profile from the PitchBook Platform. To explore Live Well Financial's full profile, request a free trial.

Live Well Financial Valuation and Funding

Request access
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)

Request access
Investor NameInvestor TypeHoldingInvestor SinceParticipating RoundsBoard
Seat
Contact
Info
Five Elms CapitalGrowth/ExpansionMinority000 0000000 0000
North Hill VenturesVenture CapitalMinority000 0000000 0000
Five Elms Capital Growth/Expansion
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
Request full access to PitchBook