Vestwell Overview
- Year Founded
-
2016
- Status
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Private
- Employees
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547
- Latest Deal Type
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Series E
- Latest Deal Amount
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$385M
- Investors
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43
Vestwell General Information
Description
Provider of workplace savings and retirement plan administration services intended to expand access to employer-sponsored financial programs. The company's platform offers automated payroll integrations, plan design configuration, compliance oversight, recordkeeping, and advisor support tools, enabling employers, advisors, and individuals to manage retirement and education savings programs through a centralized digital infrastructure.
Contact Information
Website
www.vestwell.comCorporate Office
- 360 Madison Avenue
- 15th Floor
- New York, NY 10017
- United States
Corporate Office
- 360 Madison Avenue
- 15th Floor
- New York, NY 10017
- United States
Vestwell Timeline
Vestwell Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 9. Later Stage VC (Series E) | 30-Jan-2026 | $385M | Completed | Generating Revenue | ||
| 8. Later Stage VC | 30-Jul-2025 | Completed | Generating Revenue | |||
| 7. Later Stage VC (Series D) | 21-Dec-2023 | Completed | Generating Revenue | |||
| 6. Debt - General | 30-Sep-2022 | Completed | Generating Revenue | |||
| 5. Later Stage VC (Series C) | 10-Sep-2021 | Completed | Generating Revenue | |||
| 4. Debt - PPP | 27-Apr-2020 | Completed | Generating Revenue | |||
| 3. Early Stage VC (Series B) | 02-Apr-2019 | Completed | Generating Revenue | |||
| 2. Early Stage VC (Series A) | 02-Oct-2017 | $8M | $12.5M | Completed | Generating Revenue | |
| 1. Seed Round | 09-Sep-2016 | $4.5M | $4.5M | Completed | Startup |
Vestwell Cap Table
| Stock | # of Shares Authorized |
Par Value | Dividend Rate (%) | Original Issue Price |
Liquidation | Liquidation Pref. Multiple |
Conversion Price | % Owned |
|---|---|---|---|---|---|---|---|---|
| Series E | ||||||||
| Series E-NV | ||||||||
| Series D-1 NV | ||||||||
| Series D-1 | ||||||||
| Series D NV | ||||||||
| Series D | ||||||||
| Series C NV | ||||||||
| Series C | ||||||||
| Series C-1NV | 1,381,299 | $0.010000 | 8% | $5.14 | $5.14 | 1x | $5.14 | 1.24% |
| Series C-1 | 1,381,299 | $0.010000 | 8% | $5.14 | $5.14 | 1x | $5.14 | 1.24% |
VC Exit Predictor
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Opportunity Score
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Exit Type
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Vestwell Comparisons
Industry
Financing
Details
Vestwell Competitors (15)
One of Vestwell’s 15 competitors is Icon (Portland), a Venture Capital-Backed company based in Portland, OR.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Icon (Portland) | Venture Capital-Backed | Portland, OR | ||||
| ForUsAll | Venture Capital-Backed | San Francisco, CA | ||||
| Guideline | Formerly VC-backed | Burlingame, CA | ||||
| Human Interest | Venture Capital-Backed | San Francisco, CA | ||||
| Heartland Payment Systems | Private Equity-Backed | Oklahoma City, OK |
Vestwell Related Research & Analysis
Explore institutional-grade private market research from our team of analysts.
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Vestwell Signals
Growth Rate
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Key Data Points
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Majestic Referring Domains
Vestwell Investors (43)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds |
|---|---|---|---|---|
| Blue Owl Credit Income Corp. BDC | Lender/Debt Provider | Minority | ||
| Neuberger Berman Group | Asset Manager | Minority | ||
| Portage | Venture Capital | Minority | ||
| Sixth Street Partners | Growth/Expansion | Minority | ||
| SLW | Growth/Expansion | Minority |
Vestwell Acquisitions (3)
Vestwell’s most recent deal was a Merger/Acquisition with Accrue 401k. The deal was made on 20-Jan-2026.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Accrue 401k | 20-Jan-2026 | Merger/Acquisition | Other Financial Services | ||
| Gradifi | 28-Jul-2023 | Merger/Acquisition | Consumer Finance | ||
| Vestwell State Savings | 01-Jan-2022 | Merger/Acquisition | Financial Software |
Vestwell Affiliates
Subsidiaries (1)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| Accrue 401k | Burlingame, CA |
Vestwell FAQs
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When was Vestwell founded?
Vestwell was founded in 2016.
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Where is Vestwell headquartered?
Vestwell is headquartered in New York, NY.
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What is the size of Vestwell?
Vestwell has 547 total employees.
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What industry is Vestwell in?
Vestwell’s primary industry is Other Financial Services.
-
Is Vestwell a private or public company?
Vestwell is a Private company.
-
What is the current valuation of Vestwell?
The current valuation of Vestwell is .
-
What is Vestwell’s current revenue?
The current revenue for Vestwell is .
-
How much funding has Vestwell raised over time?
Vestwell has raised $660M.
-
Who are Vestwell’s investors?
Blue Owl Credit Income Corp. BDC, Neuberger Berman Group, Portage, Sixth Street Partners, and SLW are 5 of 43 investors who have invested in Vestwell.
-
Who are Vestwell’s competitors?
Icon (Portland), ForUsAll, Guideline, Human Interest, and Heartland Payment Systems are some of the 15 competitors of Vestwell.
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