VISIO FINANCIAL SERVICES INC.

Profile

Company Names

VISIO FINANCIAL SERVICES INC.

Addresses

1905 KRAMER LANE, SUITE B700, AUSTIN, TX 78758

Phone Numbers

512-652-8612

 

Entity Type:

CORPORATION

Industry:

INVESTING

Year Incorporated:

2011

State Incorporated:

DELAWARE

Total Amount Raised:

$15,977,882.00

Number of Funding Rounds:

5
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
5
2019-08-08 
$2,007,882.00 
$10,000,000.00 
$7,992,118.00 
Debt 
4
2018-08-31 
$4,500,000.00 
$4,500,000.00 
$0.00 
Equity 
3
2016-09-08 
$2,850,000.00 
$10,000,000.00 
$7,150,000.00 
Debt 
2
2014-08-19 
$1,850,000.00 
$5,000,000.00 
$3,150,000.00 
Equity 
1
2013-01-08 
$4,770,000.00 
$30,000,000.00 
$25,230,000.00 
Debt 
People
First Name
Middle Name
Last Name
Titles
Related Companies
JEFF 
 
BALL 
EXECUTIVE OFFICER, DIRECTOR
VISIO FINANCIAL SERVICES INC.
SEAN 
 
BANCHIK 
DIRECTOR
VISIO FINANCIAL SERVICES INC.   |  BPCM-VISIO INVESTORS, LLC
BEN 
 
HUNSAKER 
DIRECTOR
VISIO FINANCIAL SERVICES INC.   |  VISIO-BEACH POINT MORTGAGE TRUST, LLC
WILLIAM 
 
KERLEY 
EXECUTIVE OFFICER, DIRECTOR
WHITEGLOVE HEALTH INC   |  VISIO FINANCIAL SERVICES INC.
WILLIAM 
J 
KERLEY 
EXECUTIVE OFFICER, DIRECTOR
VISIO FINANCIAL SERVICES INC.
WILLIAM 
J. 
KERLEY 
EXECUTIVE OFFICER, DIRECTOR
WHITEGLOVE HOUSE CALL HEALTH INC   |  VISIO FINANCIAL SERVICES INC.   |  BPCM-VISIO INVESTORS, LLC
MATT 
 
MATZA 
EXECUTIVE OFFICER, DIRECTOR
VISIO FINANCIAL SERVICES INC.   |  BPCM-VISIO INVESTORS, LLC
JAMES 
T 
PAPPAS 
EXECUTIVE OFFICER
VISIO REO IV LP   |  VISIO REO V LP   |  VFS LENDING SERVICES INC.   |  EH POOLED INVESTMENTS LP   |  VFS LENDING SERVICES I LLC   |  VISIO FINANCIAL SERVICES INC.
AUGUST 
 
PETERSON 
DIRECTOR
VISIO FINANCIAL SERVICES INC.   |  TRACTUS CORP
GUNLEK 
 
RUDER 
DIRECTOR
EH POOLED INVESTMENTS LP   |  VFS LENDING SERVICES I LLC   |  VISIO FINANCIAL SERVICES INC.
ED 
 
SUMNER 
EXECUTIVE OFFICER
EH POOLED INVESTMENTS LP   |  VFS LENDING SERVICES I LLC   |  VISIO FINANCIAL SERVICES INC.
J.P. 
 
WHELEN 
DIRECTOR
VISIO FINANCIAL SERVICES INC.
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
2021-09-10
D/A
Link
INVESTING 
 
DECLINE TO DISCLOSE 
Debt 
2019-08-08 
2020-09-15
D/A
Link
INVESTING 
 
DECLINE TO DISCLOSE 
Debt 
2019-08-08 
2019-10-10
D
Link
INVESTING 
 
DECLINE TO DISCLOSE 
Debt 
2019-08-08 
2018-09-12
D
Link
INVESTING 
 
DECLINE TO DISCLOSE 
Equity 
2018-08-31 
2017-11-16
D/A
Link
INVESTING 
 
DECLINE TO DISCLOSE 
Debt 
2016-09-08 
2016-09-08
D
Link
INVESTING 
 
DECLINE TO DISCLOSE 
Debt 
2016-09-08 
2014-08-28
D
Link
INVESTING 
 
DECLINE TO DISCLOSE 
Equity 
2014-08-19 
2013-08-19
D/A
Link
INVESTING 
 
DECLINE TO DISCLOSE 
Debt 
2013-01-08 
2013-01-22
D
Link
INVESTING 
 
DECLINE TO DISCLOSE 
Debt 
2013-01-08 
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#
ALTERNATIVE ASSET INVESTMENT MANAGEMENT SECURITIES, LLC
135131
JOHN UHLEIN
5941158