Insights

Large-scale assets Vestwell manages over 50 billion in assets across 2 million savers, indicating a strong current client base and potential upsell opportunities to existing employers and large financial institutions.

Series E momentum Recent multi-hundred million funding rounds and high-profile investors signal strong growth readiness and potential for enterprise partnerships, joint ventures, and expanded product deployments with SMBs and mid-market firms.

Strategic integrations Partnerships with Intuit for QuickBooks 401(k) and TriNet for retirement plan integrations demonstrate a proven path to channel-driven distribution; target additional HRIS, payroll, and benefits platforms to expand market reach.

Employer benefits expansion Portfolio includes student loan repayment, education, emergencies, and disability savings; position as a comprehensive benefits platform to enterprise HR teams seeking to consolidate multiple savings offerings under one vendor.

Growth-ready regions Nationwide coverage across all 50 states with diverse client base and recognition in top fintech and workplace award lists; approach Fortune 1000 and fast-growing SMBs seeking scalable, compliant savings infrastructure.

Vestwell Tech Stack

Vestwell uses 8 technology products and services including Reddit Ads, Hotjar, iCIMS, and more. Explore Vestwell's tech stack below.

Media & News

Vestwell's Email Address Formats

Vestwell uses at least 1 format(s):
Vestwell Email FormatsExamplePercentage
First.Last@vestwell.comJohn.Doe@vestwell.com
92%
First@vestwell.comJohn@vestwell.com
7%
FLast@vestwell.comJDoe@vestwell.com
1%

Frequently Asked Questions

What is Vestwell's official website and social media links?

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Vestwell's official website is vestwell.com and has social profiles on LinkedInCrunchbase.

How much revenue does Vestwell generate?

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As of August 2026, Vestwell's annual revenue is estimated to be $500M - $1B.

What is Vestwell's NAICS code?

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Vestwell's NAICS code is 52 - Finance and Insurance.

How many employees does Vestwell have currently?

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As of August 2026, Vestwell has approximately 582 employees across 4 continents, including North AmericaEuropeAfrica. Key team members include Chief Information Security Officer: L. F.Vice President Of Engineering: M. R. I.Regional Vice President Of Sales: R. V.. Explore Vestwell's employee directory with LeadIQ.

What industry does Vestwell belong to?

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Vestwell operates in the Financial Services industry.

What technology does Vestwell use?

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Vestwell's tech stack includes Reddit AdsHotjariCIMSMicrosoft SQL ServerGoogle WorkspaceOpenAIGoogle CloudNotion.

What is Vestwell's email format?

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Vestwell's email format typically follows the pattern of First.Last@vestwell.com. Find more Vestwell email formats with LeadIQ.

How much funding has Vestwell raised to date?

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As of August 2026, Vestwell has raised $624M in funding. The last funding round occurred on Jan 21, 2024 for $176M.

When was Vestwell founded?

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Vestwell was founded in 2016.
Vestwell logo

Vestwell

Financial ServicesNew York, United States501-1000 Employees

Vestwell is a financial technology company in the financial services industry, headquartered at 360 Madison Avenue in New York, NY 10017, and employing between 501 and 1,000 people. Founded in 2016, Vestwell offers a platform that enables workplace savings through retirement plans, student loan repayment benefits, and specialized accounts for education, emergencies, and disability savings. The company serves financial advisors, employers, payroll providers, financial institutions, and government agencies, and supports more than 2 million savers across over 500,000 businesses nationwide, with assets saved exceeding $50 billion. Vestwell has received recognition from industry outlets, including listings among CNBC's top fintech companies and the Inc. 5000 fastest-growing companies, as well as Forbes America's Best Startup Employers. In 2026, Vestwell pursued partnerships and funding rounds to expand its B2B savings infrastructure, including collaborations with Intuit and TriNet and investments by major firms.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2016
Employees
501-1000

Section iconFunding & Financials

  • $624M

    Vestwell has raised a total of $624M of funding over 6 rounds. Their latest funding round was raised on Jan 21, 2024 in the amount of $176Mas a series_d.

  • $500M - $1B

    Vestwell's revenue is estimated to be in the range of $500M - $1B

Section iconFunding & Financials

  • $624M

    Vestwell has raised a total of $624M of funding over 6 rounds. Their latest funding round was raised on Jan 21, 2024 in the amount of $176Mas a series_d.

  • $500M - $1B

    Vestwell's revenue is estimated to be in the range of $500M - $1B

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