Vestwell

Savings made simple, futures made stronger.

New York, United States · Founded 2016 · $622.5M raised

Headquarters
New York, New York
Employees
201–500
Founded
2016
Business Model
SaaS
Total Funding
$622.5M
Last Round
$385.0M Series EFeb 2026
Rounds
6

Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.

About

Vestwell is a digital savings platform powering retirement, education, emergency, and healthcare savings solutions for over 500,000 businesses managing $50B+ in assets. It offers streamlined 401(k), 403(b), Solo(k), 529 plans, and more with automated payroll sync, compliance, and personalized support.

Summary

Vestwell is a Financial Services company based in New York, United States, founded in 2016. It has raised $622.5M in total across 6 rounds, most recently a $385.0M Series E round in Feb 2026. Investors include Blue Owl Capital, Sixth Street and Lightspeed Venture Partners.

Tech & App Stack

22 technologies & apps tracked

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Funding History

Series ESeries EFeb 2026
$385.0M

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Funding: Seed through Series E. Amounts, valuations, and investors where available.

Investors

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