Insights

Lifetime Income Solution Vestwell to launch lifetime income solution partnering with TIAA in 2025, presenting an opportunity to target businesses and savers looking for stable retirement options.

Workplace Retirement Solutions Vestwell recently launched a new workplace retirement solution in partnership with Alera Group, creating avenues to engage small businesses and organizations seeking modern retirement planning services.

Savings Industry Report Vestwell released its annual Savings Industry Report, indicating market leadership and providing a chance to engage with businesses and individuals interested in industry insights.

Strategic Funding Vestwell secured significant funding of $125 million from Lightspeed China Partners, showcasing financial stability and potential for collaboration with investors and financial institutions.

Competitive Positioning Vestwell's revenue range of $50-100 million places it among key players like Fidelity and Charles Schwab, making it an attractive target for partnerships and competitive positioning discussions.

Vestwell Tech Stack

Vestwell uses 8 technology products and services including Google Analytics, Canva, Sanity, and more. Explore Vestwell's tech stack below.

  • Google Analytics
    Analytics
  • Canva
    Audio, Video, Graphics
  • Sanity
    Content Management System
  • ZoomInfo
    Lead Generation
  • LeanData
    Marketing Analytics
  • Open Graph
    Miscellaneous
  • GraphQL
    Programming Languages
  • TypeScript
    Programming Languages

Media & News

Vestwell's Email Address Formats

Vestwell uses at least 1 format(s):
Vestwell Email FormatsExamplePercentage
First.Last@vestwell.comJohn.Doe@vestwell.com
91%
First@vestwell.comJohn@vestwell.com
7%
First.Middle@vestwell.comJohn.Michael@vestwell.com
1%
FLast@vestwell.comJDoe@vestwell.com
1%

Frequently Asked Questions

Where is Vestwell's headquarters located?

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Vestwell's main headquarters is located at 360 Madison Ave New York, NY 10017 US. The company has employees across 3 continents, including North AmericaEuropeAsia.

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 LinkedIn.

How much revenue does Vestwell generate?

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As of September 2024, Vestwell's annual revenue reached $75M.

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 September 2024, Vestwell has approximately 436 employees across 3 continents, including North AmericaEuropeAsia. Key team members include Chief People Officer: P. K.Chief Technology Officer: R. M.Chief Operating Officer: J. M.. 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 Google AnalyticsCanvaSanityZoomInfoLeanDataOpen GraphGraphQLTypeScript.

What is Vestwell's email format?

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Vestwell's email format typically follows the pattern of . Find more Vestwell email formats with LeadIQ.

How much funding has Vestwell raised to date?

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As of September 2024, Vestwell has raised $125M in funding. The last funding round occurred on Dec 21, 2023 for $125M.

When was Vestwell founded?

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Vestwell was founded in 2016.
Vestwell

Vestwell

Financial ServicesNew York, United States201-500 Employees

Vestwell is the modern fintech engine powering savings and investment programs for businesses and individual savers across the country. We’re helping to close the savings gap by offering flexible, cost-effective, modern solutions to save for the critical aspects of life - retirement, education, and healthcare. Vestwell currently powers more than 50,000 businesses, over a million savers, and $30 billion in assets in all 50 states. To learn more visit vestwell.com.

Vestwell Advisors LLC is a subsidiary of Vestwell Holdings, Inc. Vestwell Advisors LLC is an investment advisor registered with the Securities and Exchange Commission and can provide investment management services for qualified retirement plans using the Vestwell platform. For more information about Vestwell, Vestwell Advisors, and our other services, learn more at www.vestwell.com. 

Section iconCompany Overview

Headquarters
360 Madison Ave New York, NY 10017 US
NAICS Code
52 - Finance and Insurance
Founded
2016
Employees
201-500

Section iconFunding & Financials

  • $125M

    Vestwell has raised a total of $125M of funding over 5 rounds. Their latest funding round was raised on Dec 21, 2023 in the amount of $125M.

  • $50M$100M

    Vestwell's revenue is in the range of $50M$100M

Section iconFunding & Financials

  • $125M

    Vestwell has raised a total of $125M of funding over 5 rounds. Their latest funding round was raised on Dec 21, 2023 in the amount of $125M.

  • $50M$100M

    Vestwell's revenue is in the range of $50M$100M

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