Vestwell

Private

Digital savings and investment infrastructure platform that powers workplace retirement plans, state-sponsored savings programs, and other savings vehicles for financial institutions, employers, and governments. Serves over 500,000 businesses and more than 2 million active savers with $50B+ in assets administered.

Founders Aaron Schumm
CEO Aaron Schumm

Company

Founded
2016
Headquarters
New York, US

Financials

Total Funding
$623M
Sectors
Fintech SaaS
www.vestwell.com

Funding History

6 rounds
Series E Feb 18, 2026
$385M
Blue Owl Capital (Lead) Sixth Street Growth (Lead) Neuberger Berman Morgan Stanley Franklin Templeton TIAA Ventures HarbourVest Partners
Series D Dec 21, 2023
$125M
Lightspeed Venture Partners (Lead) Fin Capital FinTech Collective Primary Venture Partners Blue Owl Capital HarbourVest Partners
Series C Jul 20, 2021
$70M
Wells Fargo Strategic Capital (Lead) Fin Capital (Lead) Goldman Sachs Morgan Stanley Point72 Ventures Nationwide Ventures Allianz Life Ventures Northwestern Mutual FinTech Collective Primary Venture Partners F-Prime Capital
Series B Apr 2, 2019
$30M
Goldman Sachs (Lead) Point72 Ventures Nationwide Ventures Allianz Life Ventures BNY Mellon Franklin Templeton F-Prime Capital FinTech Collective Primary Venture Partners Commerce Ventures
Series A Oct 2, 2017
$8M
F-Prime Capital (Lead) Primary Venture Partners FinTech Collective Commerce Ventures
Seed Sep 20, 2016
$5M
FinTech Collective (Lead) F-Prime Capital Primary Venture Partners Commerce Ventures

Funding data is compiled from multiple independent sources including company announcements, press coverage, and regulatory filings. While we strive for accuracy, amounts and dates may reflect reported figures at time of announcement.