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Live Well Financial

Description

Provider of reverse mortgage planning services designed to educate home owners about retirement planning. The company's mortgage planning services include retirement mortgage planning discussions and helps to determine how much a person is qualified for different mortgage plans, enabling qualified homeowners to determine how their quality of life can be improved during retirement.

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 reverse mortgage planning services designed to educate home owners about retirement planning. The company's mortgage planning services include retirement mortgage planning discussions and helps to determine how much a person is qualified for different mortgage plans, enabling qualified homeowners to determine how their quality of life can be improved during retirement.

Website:

www.livewell.com

Ownership Status

Privately Held (backing)

Financing Status

Venture Capital-Backed

Primary Industry

Other Financial Services

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 (1)

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Investor NameInvestor TypeHoldingInvestor SinceParticipating RoundsBoard
Seat
Contact
Info
Five Elms CapitalGrowth/ExpansionMinority000 0000000 0000
Five Elms Capital Growth/Expansion

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
Bruce BarnesExecutive Vice President
Darren StumbergerExecutive 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
Bruce Barnes Executive Vice President
Darren Stumberger 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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