Vestwell
Highly Engaged Employees
Highly Engaged EmployeesFinancial Software · New York, United States · 201-500 Employees
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Overview
Headquarters
360 Madison Ave Fl 15, New York City, Ne...Phone Number
(917) 979-5358Website
www.vestwell.comRevenue
$105 MillionIndustry
ZI Rank: 3
Signal Type
Dec
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ZI Rank
5
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About Vestwell
Vestwell is the digital record keeping platform bringing the 401(k) and 403(b) industry into the modern Fintech era. We have rearchitected the workplace retirement offering from the ground up and built an engine to power the $30T industry. Our customizable, open architecture and white-labeled platform becomes a natural extension of financial services and payroll partners while removing traditional friction points plaguing legacy recordkeeping. The result is an easier, more efficient, and all-around better experience for everyone, delivered at a fraction of the cost.Explore more
Vestwell Org Chart
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Vestwell financials insights
Gather financial insights about Vestwell, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2016
Angel/Seed
$4.4M
2017
Series A
$8M
2019
Series B
$30M
2020
Debt
$1M
2021
Series C
$70M
2023
Series D
$125M
2026
Series E
$385M
Vestwell Tech Stack
A closer look at the technologies used by Vestwell
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Most Recent Scoops
Open Position
Person-Based
Financial Planning, Business Finance, Finance
Open Position
Open Position
Open Position
Vestwell News & Media
National Advertising Division Finds Certain Vestwell “Annual Recurring Revenue” Disclosures Sufficient; Recommends Modification to Disclose Methodology
In a Fast-Track SWIFT challenge brought by Human Interest Inc., BBB National Programs’ National Advertising Division found that Vestwell Holdings Inc. provided sufficient information regarding its recent acquisition of Accrue 401k, but recommended that certain claims regarding its Annual Recurring Revenue (ARR) be modified to include a clear and conspicuous disclosure of the methodology used to calculate that figure. In a Fast-Track SWIFT challenge brought by Human Interest Inc., BBB National PrIllinois Treasurer Michael Frerichs Relaunches State Retirement Program for Small Businesses with Lower Fees and New Name
Savers and Employers Encouraged to Claim Accounts in New Online Portal After June 15 VIDEO WILL BE POSTED HERE: https://cms.illinois.gov/agency/media/video/videos.html SPANISH-LANGUAGE PRESS RELEASE POSTED HERE:...Vestwell Selected to Power Pennsylvania's ABLE Disability Savings Program
Pennsylvania to Become One of the First States to Offer Enhanced Investment Options for ABLE Savers NEW YORK, March 5, 2026 /PRNewswire-PRWeb/ -- Vestwell, the infrastructure platform powering America's modern savings economy, has been selected by the Pennsylvania Treasury Department to...
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Frequently Asked Questions Regarding Vestwell
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Vestwell is the digital record keeping platform bringing the 401(k) and 403(b) industry into the modern Fintech era. We have rearchitected the workplace retirement offering from the ground up and built an engine to power the $30T industry. Our customizable, open architecture and white-labeled platform becomes a natural extension of financial servic... Read More
