Vestwell Holdings
Latest round
- Series E
Last raised
- Feb 2026
Total raised
- $452M
Investors
- 26
About Vestwell Holdings
Based in the US, Vestwell Holdings, Inc. is a financial technology company that provides a comprehensive savings platform designed to enhance employee financial wellness and retirement preparedness. Vestwell Holdings, Inc. offers a modern savings platform that includes a variety of financial solutions. The company was founded in 2016 in New York, US by Aaron Schumm. In February 2026, Vestwell Holdings Inc. Vestwell specializes in a modern savings platform that encompasses various financial products aimed at enhancing employee financial wellness. Their core offerings include 401(k) accounts, Emergency Savings Accounts (ESAs), Individual Retirement Accounts (IRAs), 529 Education Savings Accounts, Student Loan PayDown (SLP) programs, and ABLE accounts. These products integrate seamlessly with payroll systems, facilitating automatic contributions and efficient plan administration.Vestwell generates revenue through its diverse offerings in savings and retirement solutions, which are presented to businesses as part of employee benefits. Their B2B model involves partnerships with employers, allowing them to implement cost-effective retirement and savings plans while enhancing employee engagement. The revenue model includes fees associated with managing and administering retirement plans and savings accounts, charged to employers as part of their subscription to the platform. Vestwell’s approach encompasses comprehensive services from recordkeeping to compliance support.
Who invested in Vestwell Holdings
26 investors across 6 rounds
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Questions about Vestwell Holdings
Who invested in Vestwell Holdings?
Vestwell Holdings has 26 investors on record across 6 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has Vestwell Holdings raised?
Vestwell Holdings has raised 6 venture rounds. Sign up free to see how much each round raised and the total.
When did Vestwell Holdings last raise money?
Vestwell Holdings's most recent round on record is a Series E, in Feb 2026.
What does Vestwell Holdings do?
Based in the US, Vestwell Holdings, Inc.
Where is Vestwell Holdings headquartered?
Vestwell Holdings is headquartered in New York, US.
Which VCs invest in companies like Vestwell Holdings?
Among active investors with capital left to deploy, Radical Ventures, Ribbit Capital, TrueBridge Capital Partners and Tribe Capital back financial services companies at Vestwell Holdings's stage. Their profiles are linked below.
VCs backing financial services startups at Series E
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