Vestwell
PrivateLast Round
Series E
Feb 18, 2026
Est. Valuation
$2B
Total Funding Raised
$622.5M
Momentum
Top 10%
of companies Caplight tracks
Company Overview
Vestwell is a fintech company that provides a digital savings platform for retirement, education, and healthcare savings plans.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, HR, Vertical SaaS
Business Model
B2B2C
Customer Profile
Subscription SaaS, Usage-Based SaaS, Revenue Share
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Vestwell Comparables
Compare Vestwell with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Human Interest | 85% | |
| Betterment | 83% | |
| Gusto | 81% |
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Vestwell Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series E | Feb 18, 2026 | ||||
| Series D | Dec 21, 2023 | ||||
| Series C | Jul 20, 2021 | ||||
| Series B | Apr 2, 2019 | ||||
| Series A | Oct 2, 2017 | ||||
Seed | Sep 20, 2016 |
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Key People
Founding team and executive leadership
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Vestwell Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Wells Fargo Strategic Capital | Series C |
| Owl Rock Capital Group | Series D |
| Commerce Ventures | Seed, Series B, Series C, Series D, Series A |
| Franklin Advisers | Series E |
| Teachers Insurance and Annuity Association of America | Series D |
| Goldman Sachs (Asia) LLC | Series C |
| SLW - Lifecycle Capital | Series E |
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Market signals
Structured signals derived from secondary market and firmographic data.
- Jun 25, 2026
Grew 15% QoQ, from 500 to 576 employees.
- Jun 6, 2026
Platform now saves over $50 billion in assets.
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Recent news
Latest coverage and updates
- hiresSep 23, 2026
Vestwell appointed Jason Warnick, former CFO of Robinhood, and Josh Warren, CFO of FactSet, to its board of directors in New York on Sep 23rd '26.
- hiresSep 23, 2026
Vestwell appointed Josh Warren, CFO of FactSet, to its board of directors in New York on Sep 23rd '26.
- has_revenueSep 10, 2026
In Dec '24, Vestwell's estimated annual revenue reaches $65M.
- has_revenueAug 21, 2026
In H1 '26, Vestwell, a WealthTech platform, had surpassed $200M in annual recurring revenue.
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Vestwell Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Vestwell's valuation, stock price, and market status.
Is Vestwell a public or private company?
Vestwell is a private company.
What is the current stock price of Vestwell?
Vestwell is a private company, so its shares have no public market price. Caplight tracks Vestwell's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Vestwell worth (valuation)?
Vestwell's valuation is estimated at $2.0B based on funding round data.
Can I buy Vestwell stock?
Vestwell shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Vestwell's last funding round?
Vestwell's most recent funding round was Series E on February 18, 2026.
Who are the main investors in Vestwell?
Key investors in Vestwell include Wells Fargo Strategic Capital, FinTech Collective, F-Prime Capital, Blue Owl Capital, Fin Venture Capital.
Will Vestwell IPO soon?
No public IPO plans have been announced for Vestwell.
How can I track Vestwell secondary market activity?
Caplight tracks bids, offers, and trades in Vestwell's shares on secondary markets.