Company

Vestwell

Rocket Ship Rating

Rocket Ship Rating: 98 out of 100

Savings made simple, futures made stronger.

Also known as Vestwell Holdings Inc.

HR & future of work
Wealth & investing
Social impact

Status: Operatingas of 2026-09-19
Business model: B2B2C
Customers: Employers, Advisors, Government Agencies, Financial Institutions

Open relationship map

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Record updated 28 September 2026

About

For over a decade, we've built the infrastructure behind workplace savings plans, for small businesses and some of the industry's largest platforms.

Funding snapshot

Total raised: $310MSEC form D sum, as of 2026-09-28Source (opens in a new tab)
Latest round: Round, $176M2023-12-20

Funding rounds

Round, 2023: $176M2023-12-20, SEC form D sold, 24 investors
Round, 2021: $59.6M2021-06-17, SEC form D sold, 20 investors
Round, 2019: $31.3M2019-03-25, SEC form D sold, 10 investors
Round, 2017: $8.1M2017-09-27, SEC form D sold, 6 investors
Round, 2017: $31M2017-04-04, SEC form D sold, 399 investors
Round, 2016: $4.4M2016-09-09, SEC form D sold, 22 investors

Products

Web: 403(b)
Web: 529 Education Savings
Web: Emergency Savings
Web: Safe Harbor 401(k)
Web: Solo(k)
Web: Starter(k)
Web: State Auto IRA
Web: Student Loan Repayment