Insights

Expanding Retirement Offerings Vestwell’s recent integrations with leading providers like TriNet and partnerships with Morgan Stanley highlight opportunities to cross-sell to human capital management and financial advisory firms seeking streamlined retirement plan solutions for their clients.

Strong Funding Backing With a recent Series E funding round of $385 million led by prominent investment firms, there is significant potential to support scaling efforts, enhance product development, and target large mid-market employers seeking innovative savings solutions.

Focus on Disability Savings The launch of the National ABLE Savings initiative indicates a focus on specialized savings products for Americans with disabilities, presenting a chance to partner with disability advocacy groups, healthcare providers, and government agencies to expand market reach.

Strategic Acquisitions The acquisition of Accrue 401k demonstrates Vestwell’s growth strategy in serving niche retirement markets, opening opportunities to offer tailored solutions to small and mid-sized businesses looking for flexible retirement plan management.

Targeting Large Enterprises With clients like Morgan Stanley and partnerships with major payroll and financial institutions, there are opportunities to deepen engagement with large enterprise clients and expand into additional employer segments with customized savings solutions.

Vestwell Tech Stack

Vestwell uses 8 technology products and services including Looker, Rippling, Ansible, and more. Explore Vestwell's tech stack below.

  • Looker
    Analytics
  • Rippling
    Applicant Tracking Systems
  • Ansible
    Configuration Management
  • FingerprintJS
    Javascript Libraries
  • PyTorch
    Machine Learning
  • 6sense
    Marketing Automation
  • Datadog
    Real User Monitoring
  • SeekOut
    Recruitment Marketing

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
8%
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 Avenue New York, New York 10017 United States. The company has employees across 4 continents, including North AmericaEuropeAfrica.

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.

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 April 2026, Vestwell has approximately 518 employees across 4 continents, including North AmericaEuropeAfrica. Key team members include Coo - Vestwell Trust Co. & Managing Director, Platform Solutions: J. F.Chief People Officer: P. K.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 LookerRipplingAnsibleFingerprintJSPyTorch6senseDatadogSeekOut.

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 April 2026, Vestwell has raised $176M in funding. The last funding round occurred on Dec 21, 2023 for $176M.

When was Vestwell founded?

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Vestwell was founded in 2016.

Vestwell

Financial ServicesNew York, United States501-1000 Employees

Vestwell is the backbone of the modern savings economy. Vestwell is a financial technology company that makes it easier for more individuals to save for life’s most important moments—from retirement to education and healthcare. Founded in 2016, Vestwell’s platform removes traditional barriers to saving, making it accessible, efficient, and approachable for everyone.

Vestwell provides a comprehensive suite of workplace savings solutions, including retirement plans, student loan repayment benefits, and specialized accounts for education, emergencies, and disability savings.

Trusted by financial advisors, employers, payroll providers, financial institutions, and government agencies, Vestwell empowers nearly 1.5 million savers across over 350,000 businesses nationwide, with over $35 billion in assets saved across all 50 states. With a commitment to closing the savings gap and fostering a secure financial future for all, Vestwell provides an elevated and accessible savings technology everyone deserves.

Recognized among CNBC’s World’s Top Fintech Companies, the Inc. 5000 list of fastest-growing companies, Forbes America’s Best Startup Employers, WealthManagement.com’s Retirement Plan Advisor Support Award, Built In’s Best Places to Work, and PLANSPONSOR’s Top 10 Recordkeepers, Vestwell continues to set the standard for innovation and impact in the savings industry.

For more information, visit vestwell.com.

Section iconCompany Overview

Headquarters
360 Madison Avenue New York, New York 10017 United States
NAICS Code
52 - Finance and Insurance
Founded
2016
Employees
501-1000

Section iconFunding & Financials

  • $176M

    Vestwell has raised a total of $176M of funding over 5 rounds. Their latest funding round was raised on Dec 21, 2023 in the amount of $176M.

Section iconFunding & Financials

  • $176M

    Vestwell has raised a total of $176M of funding over 5 rounds. Their latest funding round was raised on Dec 21, 2023 in the amount of $176M.

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