Your Source for Venture Capital and Private Equity Financings

VC-funded Company:

Vestwell
110 Wall Street
New York, NY 10005
Phone: 646-902-1401
http://vestwell.com/

Vestwell makes it easier for everyone to save more for retirement through 401(k) & defined contribution plans. Our mission is to provide financial advisors with a modern platform which reduces fees, increases transparency and ensures compliance in a quickly shifting regulatory landscape.

Key Contact
Name
Aaron Schumm
Title
Founder and CEO
E-Mail
Funding Events

Date
Amount
Type
Investors
Valuation
09/20/16 $4,500,000 Seed Commerce Ventures
F-Prime Capital Partners
FinTech Collective
Primary Venture Partners
undisclosed
10/02/17 $8,000,000 Series A Commerce Ventures
F-Prime Capital Partners
FinTech Collective
Primary Venture Partners
undisclosed
04/02/19 $30,000,000 Series B Allianz Life Ventures
BNY Mellon
Commerce Ventures
F-Prime Capital Partners
FinTech Collective
Franklin Templeton
Goldman Sachs Consumer and Investment Management
Goldman Sachs Principal Strategic Investments
Nationwide Ventures
Point72 Ventures
Primary Venture Partners
undisclosed
12/21/23 $125,000,000 Series D Blue Owl
Fin Capital
FinTech Collective
HarbourVest Partners
Lightspeed Venture Partners
Primary Venture Capital
undisclosed