Vestwell makes it easier for everyone to save more for retirement through 401(k) & defined contribution plans. Our mission is to provide financial advisors with a modern platform which reduces fees, increases transparency and ensures compliance in a quickly shifting regulatory landscape.

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Funding Events

Date	Amount	Type	Investors	Valuation
09/20/16	$4,500,000	Seed	Commerce Ventures F-Prime Capital Partners FinTech Collective Primary Venture Partners	undisclosed
10/02/17	$8,000,000	Series A	Commerce Ventures F-Prime Capital Partners FinTech Collective Primary Venture Partners	undisclosed
04/02/19	$30,000,000	Series B	Allianz Life Ventures BNY Mellon Commerce Ventures F-Prime Capital Partners FinTech Collective Franklin Templeton Goldman Sachs Consumer and Investment Management Goldman Sachs Principal Strategic Investments Nationwide Ventures Point72 Ventures Primary Venture Partners	undisclosed
12/21/23	$125,000,000	Series D	Blue Owl Fin Capital FinTech Collective HarbourVest Partners Lightspeed Venture Partners Primary Venture Capital	undisclosed