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Vestwell
Fintech engine powering savings and investment programs.
Fintech
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Company Overview
Vestwell stands out as a leading fintech firm, providing cost-effective savings and investment programs to small businesses and individual savers, managing $27 billion in assets across all 50 states. The company's culture is centered around financial wellness, offering flexible solutions for retirement, education, and healthcare savings. With its SEC-registered subsidiary, Vestwell Advisors LLC, the company also provides investment management services, making it a comprehensive platform for financial planning.
Fintech
Company Stage
Series D
Total Funding
$289.9M
Founded
2016
Headquarters
New York, New York
Growth & Insights
Headcount
6 month growth
↑ 18%1 year growth
↑ 33%2 year growth
↑ 45%Location
Experience Level
Category
Education Level