Vestwell
PrivateLast Round
Series E
Feb 18, 2026
Est. Valuation
$2B
Total Funding Raised
$622.5M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
Vestwell is a fintech company that provides a digital savings platform for retirement, education, and healthcare savings plans.
Sector
FinTech
Verticals
Wealth Management, HR, Investment Platforms, Compliance
Business Model
B2B2C
Customer Profile
Subscription SaaS, Payment Processing Fee, Services & Consulting
AI Layer
Application
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.
| Company | Status | Est. Valuation | Rev Multiple |
|---|---|---|---|
| OpenAI | Private | $86.0B | ~40x |
| Cohere | Private | $5.0B | -- |
| Competitor 1 | Public | $XX.XB | XXx |
| Competitor 2 | Public | $XX.XB | XXx |
Vestwell Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series E | Feb 18, 2026 | ||||
| Series D | Dec 21, 2023 | ||||
| Series C | Jul 20, 2021 | ||||
| Series B | Apr 2, 2019 | ||||
| Series A | Oct 2, 2017 | ||||
Seed | Sep 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 | Series E |
| Teachers Insurance and Annuity Association of America | Series D |
| Goldman Sachs (Asia) LLC | Series C |
| SLW - Lifecycle Capital | Series E |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jun 25, 2026
Grew 15% QoQ, from 500 to 576 employees.
- Mar 6, 2026
Platform has saved over $30 billion in assets.
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.