Vestwell

New York, NY · Founded 2016 · Privately Held (backing)

Provider of workplace savings and retirement plan administration services intended to expand access to employer-sponsored financial programs. Vestwell is based in New York, NY and was founded in 2016. Its last reported valuation was $3.3 billion in Jan 2026. It has raised $660 million.

Last reported valuation
$3.3B
Oct 2026
Priced at
—
Total raised
$660.5M
Last round
—

Vestwell key facts

as of Oct 2026
  • Provider of workplace savings and retirement plan administration services intended to expand access to employer-sponsored financial programs.
  • Vestwell is valued at approximately $3.3B as of Oct 2026 (last reported valuation).
  • It has raised $660.5M; the latest was Later Stage VC ($385.0M) in Jan 2026.
  • Notable investors include Lightspeed Venture Partners, F-Prime Capital, TriplePoint Capital, Eight Roads, Point72 Ventures — 42 tracked in total.
  • Status: Privately Held (backing).
Last reported valuation
LOW confidence
$3.3B

Vestwell's last reported valuation, Jan 2026. Nothing priced has surfaced since.

set by last reported valuationas of Oct 2026question about this number?
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Vestwell funding rounds

No rounds on record

No funding rounds for Vestwell are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.

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Vestwell valuation

Vestwell's last reported valuation was $3.3 billion in Jan 2026. No priced round, secondary trade or fund mark has surfaced since.

Vestwell investors

42 investors are on record for Vestwell, including Lightspeed Venture Partners, F-Prime Capital, TriplePoint Capital and Eight Roads. By type, the record holds 11 venture capital firms, 4 asset managers and 4 growth equity firms.

About Vestwell

Provider of workplace savings and retirement plan administration services intended to expand access to employer-sponsored financial programs. The company's platform offers automated payroll integrations, plan design configuration, compliance oversight, recordkeeping, and advisor support tools, enabling employers, advisors, and individuals to manage retirement and education savings programs through a centralized digital infrastructure.

Sector
Information Technology
HQ
New York, NY, United States
Founded
2016
Employees
484
Ownership
Privately Held (backing)

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