A Charlotte, North Carolina-based financial technology company raised $1.2 million in a debt and equity offering, according to a Securities and Exchange Commission filing.

Canopy Financial Advisors Corp. wants to raise a total of $2 million.

The company filed the Form D on Feb. 13. It did not disclose what it intended to do with the proceeds.

David Stedman is the CEO of Canopy. Stedman was the vice president of Goldman Sachs, a director at Barclays and CEO of Assiduous Strategic Investments LLC before becoming CEO of Canopy.

Canopy offers consumers everything they need to get started with financial wellness through a personalized platform, financial coaching and consulting and empowerment through education. The company argues that providing financial wellness programs to employers saves companies money.

Companies relying on a Reg D exemption do not have to register their offering of securities with the SEC, but they must file what’s known as a Form D electronically with the SEC after they first sell their securities.

The form can be found here.