About Vestwell
Vestwell is a company based in New York (United States) founded in 2016. Vestwell has raised $704.56 million across 7 funding rounds from investors including Goldman Sachs, Northwestern Mutual and Morgan Stanley. Vestwell has completed 2 acquisitions, including Gradifi and Sumday. Vestwell offers products and services including 401(k) Plans, Emergency Savings Account, IRA, 529 Education Savings, and Student Loan PayDown. Vestwell operates in a competitive market with competitors including Heywood Pension Technologies, ASC, Pensionbar and RightPond, among others.
- Headquarter New York, United States
- Stage Unicorn
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Sectors
Technology
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Phone
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Website
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Social
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- Legal Name Vestwell Holdings Inc.
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$704.56 M (USD)
in 7 rounds
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Latest Funding Round
$385 M (USD), Series E
Feb 18, 2026
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Investors
Goldman Sachs
& 27 more
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Employee Count
Not available
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Investments & Acquisitions
Gradifi
& 1 more
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Products & Services of Vestwell
Vestwell offers a comprehensive portfolio of products and services, including 401(k) Plans, Emergency Savings Account, IRA, 529 Education Savings, and Student Loan PayDown.
Offers tax-advantaged retirement accounts with employer matching and investment options.
Provides accounts for covering unexpected expenses without high-interest debt.
Flexible retirement savings with tax advantages and investment growth potential.
Tax-advantaged accounts for saving towards education expenses.
Assists employees in repaying student loans through employer contributions.
Tax-free savings for individuals with disabilities to cover qualified expenses.
People of Vestwell
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Funding Insights of Vestwell
Vestwell has successfully raised a total of $704.56M across 7 strategic funding rounds. The most recent funding activity was a Series E round of $385 million completed in February 2026. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in Vestwell
Vestwell has secured backing from 28 investors, including venture fund and institutional investors. Prominent investors backing the company include Goldman Sachs, Northwestern Mutual and Morgan Stanley.
| Investor | Description | Founded Year | Domain | Location |
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Venture capital investing in innovative companies across global sectors is undertaken by Lightspeed Venture Partners.
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Venture capital firm focused on fintech and B2B SaaS companies
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Investments in FinTech startups are managed by the firm.
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Investor details for Vestwell
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Investments & Acquisitions by Vestwell
Vestwell has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Gradifi and Sumday.
Investment portfolio details for Vestwell
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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Student loan debt repayment and savings solutions are provided.
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Investment services are provided by Sumday to clients worldwide.
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Locked | Locked | 1999 | Locked |
Complete acquisition details for Vestwell
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Financial Statements - Vestwell
Detailed financials for Vestwell
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Vestwell Comparisons
Peer comparison for Vestwell
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Competitors of Vestwell
Vestwell operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Heywood Pension Technologies, ASC, Pensionbar and RightPond, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Offers pension administration software, data services, and risk transfer solutions for schemes.
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ASC is recognized for providing retirement plan software solutions.
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Provides digital tools for pension decision-making and member engagement strategies.
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Analytics platform for pension industry is offered by RightPond.
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Detailed competitors of Vestwell
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Latest news on Vestwell
Complete news archive for Vestwell
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Frequently Asked Questions about Vestwell
Vestwell was founded in 2016.
Vestwell is headquartered in New York, United States. It is registered at New York, New York, United States.
Vestwell is a funded company, having raised a total of $704.56M across 7 funding rounds to date.
Founded in 2016 and based in New York, United States, Vestwell operates in the retirement investing sector. A white-labeled platform is supplied to registered investment advisors for compliance with regulations and business scaling. Services encompass investment management, trading, administration, custody, recordkeeping, and trustee functions, enabling planning for companies and employees.
Vestwell's top competitors include ASC, RightPond and Heywood Pension Technologies.
Vestwell offers 401(k) Plans, Emergency Savings Account, IRA, 529 Education Savings, and 2 more products and services.
Vestwell has 28 investors. Key investors include Goldman Sachs, Northwestern Mutual, Morgan Stanley, Nationwide, and Lightspeed Venture Partners.
The valuation of Vestwell is $1B as of Dec 2023.