Vestwell
PrivateLast Round
Series E
2/18/2026
Est. Valuation
$2B
Total Funding Raised
$622.5M
Company Overview
Vestwell is a fintech company that provides a digital retirement platform to help create and manage retirement plans for employees through automated investing options tailored for registered investment advisers.
Sector
FinTech
Verticals
Wealth Management, HR, RegTech, Investment Platforms
Business Model
B2B2C
Customer Profile
Subscription SaaS, Payment Processing Fee, Government Contracts
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Vestwell Comps
Public and private peers based on sector, stage, and business model.
Vestwell Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series E | 2/18/2026 | ||||
| Series D | 12/20/2023 | ||||
| Series C | 7/20/2021 | ||||
| Series B | 4/2/2019 | ||||
| Series A | 10/2/2017 | ||||
Seed | 9/20/2016 |
Key People
Founding team and executive leadership
Vestwell Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Wells Fargo Strategic Capital | Series C |
| Owl Rock Capital Group | Series D |
| Commerce Ventures | Seed, Series B, Series C, Series D, Series A |
| Franklin Advisers, Inc. | Series E |
| Teachers Insurance and Annuity Association of America | Series D |
| SLW - Lifecycle Capital | Series E |
| FinTech Collective | Series B, Series C, Series D, Series A, Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Mar 6, 2026
Platform has saved over $30 billion in assets.
- Mar 6, 2026
Platform now serves nearly 1.5 million active savers.
Vestwell Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Vestwell's valuation, stock price, and market status.
