Key facts
- Vestwell’s last known valuation is $3.3B (Jan 2026).
- 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).
- ·The complete investor list — 42 names
- ·Watchlist + deal alerts for Vestwell
- ·The full record, as it builds
Funding rounds
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.
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
- Website
- vestwell.com/
- Ownership
- Privately Held (backing)
Vestwell doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Vestwell shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Vestwell in its N-PORT filings yet. We sweep new filings monthly.