Vestwell
Financial Services • 
Manhattan, New York, United States • 201-500 Employees
Company overview
| Headquarters | 360 Madison Ave, New York, NY 10017, US |
| Phone number | +19179795358 |
| Website | |
| NAICS | 52 |
| SIC | 737 |
| Keywords | Financial Advisors, Financial Services, 403(B), Retirement Planning, 401(K), Ira Rollovers, Employment Benefits, Defined Contribution Plan, Emergency Savings, Student Loan Repayment, Solo(K), Payroll Integrations, Savings Platform, Retirement Plan Recordkeeper, 529 Education Savings, Able Disability Savings, Auto-Ira, Financial Workplace Benefits, Government-Facilitated Savings Program, Pooled Retirement Plans |
| Founded | 2016 |
| Employees | 201-500 |
| Socials |
Key Contact at Vestwell
Vestwell Email Formats
Vestwell uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@vestwell.com), used 83.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@vestwell.com | 83.9% |
{first initial}.{last name} | j.doe@vestwell.com | 15.5% |
About Vestwell
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.
Vestwell revenue & valuation
| Annual revenue | $22,000,000 |
| Revenue per employee | $50,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $70,400,000 |
| Total funding | $246,100,000 |
Employees by Management Level
Total employees: 201-500
Seniority
Employees
Employees by Department
Vestwell has 242 employees across 16 departments.
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Number of employees
Funding Data
Explore Vestwell's funding history, including investment rounds, total capital raised, and key backers.
Vestwell Tech Stack
Discover the technologies and tools that power Vestwell's digital infrastructure, from frameworks to analytics platforms.
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