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Vestwell is a platform that helps investment advisors evolve their business to suit the changing landscape of retirement investing. Vestwell provides Registered Investment Advisors with a white-labeled platform to align with the latest rules and regulations and scale their business to provide 401(k) planning to companies and their employees. Vestwell is a digital recordkeeping platform redefining the way 401(k) plans are powered today for the benefit of advisors, employers, and employees alike.
Total funding
~$114M
HQ 🇺🇸
New York, United States
Year founded
2017
Status
Alive
People
Aaron Schumm
Founder, Chief Executive Officer
David Sheen
Chief Financial Officer
Benjamin Thomason JD
Executive Vice President
Jonathan Ferrara
Senior Vice President
Joshua Forstater CFA
Senior Vice President
Investors
Wells Fargo Asset Management
Fin Venture Capital
Goldman Sachs
Industry Ventures
Morgan Stanley
Primary Venture Partners
F-Prime Capital
Greenspring Associates
Point72 Asset Management
Commerce Ventures
FinTech Collective
Teamworthy Ventures
Northwestern Mutual Future Ventures
Nationwide Ventures
Allianz Life Ventures
Manulife Capital
Paycheck Protection Program
BNY Mellon
Point72 Ventures
Franklin Resources
GS Growth
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