Vestwell
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Overview
Vestwell develops a digital savings platform to create a retirement plan for employees. It offers automated retirement investing options for RIAs depending on the rules and regulations and other defined contributions to companies and their employees to help advisers engage with their clients with compliance and automation.
About
Industries
Financial Services, Finance, FinTech, Retirement, Employee Benefits
Founded
2016
Employees
251-500
Headquarters locations
New York, New York, United States, North America
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N/A
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Vestwell headquartered in New York, New York, United States, North America, operates in the Financial Services, Finance, FinTech, Retirement, Employee Benefits sector. The company focuses on Financial Services and has secured $23.8B in funding across 100 round(s). With a team of 251-500 employees, Vestwell is actively contributing to advancements in Financial Services. Their latest funding round, Seed Round - Vestwell, raised $4.5M. Discover more about their projects, partnerships, and impact on our platform.
Funding Rounds
Funding rounds
5
Investors
6
Lead Investors
0
Total Funding Amount
$237.5M
Details
5
Vestwell has raised a total of $237.5M in funding over 5 rounds.
| Announcement date | Transaction name | Number of Investors | Money raised | Lead Investor |
|---|---|---|---|---|
| 2021 | Late Stage Venture | 70.0M | ||
| 2023 | Late Stage Venture | 125.0M | ||
| 2017 | Early Stage Venture | 8.0M | ||
| 2016 | Seed | 4.5M |
Investors
Vestwell is funded by 54 investors.
| Investor Name | Lead Investor | Funding Round | Partners |
|---|---|---|---|
| Primary Venture Partners | - | FUNDING ROUND - Primary Venture Partners | 4.5M |
| Eight Roads Ventures | - | FUNDING ROUND - Eight Roads Ventures | 4.5M |
| Vestwell | - | FUNDING ROUND - Vestwell | 4.5M |
| Duke Angel Network | - | FUNDING ROUND - Duke Angel Network | 4.5M |
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