last updated: 2 months ago

last updated: 2 months ago

Vestwell logo

Vestwell

Vestwell

Vestwell

For the future.

For the future.

For the future.

Financial Services

Financial Services

⋅

⋅

New York

New York

US

US

⋅

⋅

501–1,000 employees

501–1,000 employees

⋅

⋅

Founded:

Founded:

September 2016

September 2016

Overview

Overview

Vestwell is the backbone of the modern savings economy. Vestwell is a financial technology company equipping individuals with the tools, confidence, and access to move toward financial well-being. 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 powers 2.55M+ savers across 750K+ businesses nationwide, with over $56B+ 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 is the backbone of the modern savings economy. Vestwell is a financial technology company equipping individuals with the tools, confidence, and access to move toward financial well-being. 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 powers 2.55M+ savers across 750K+ businesses nationwide, with over $56B+ 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.

Founder

Founder

Vestwell logo

Aaron Schumm

Aaron Schumm

Founder, CEO & Chairman — Powering the Modern Savings Economy with AI-Driven Financial Infrastructure | Built platform administering $50B+ for 2M+ savers | Driving financial inclusion globally

Founder, CEO & Chairman — Powering the Modern Savings Economy with AI-Driven Financial Infrastructure | Built platform administering $50B+ for 2M+ savers | Driving financial inclusion globally

Hiring Trend

Hiring Trend

TOTAL hires

TOTAL hires

113

113

MAR'26APR'26MAY'26JUN'26JUL'26AUG'26

Employee Growth

Employee Growth

TOTAL EMPLOYEES

TOTAL EMPLOYEES

610

610

6m GROWTH

6m GROWTH

11%

11%

1y GROWTH

1y GROWTH

34%

34%

OCT'25NOV'25DEC'25JAN'26FEB'26MAR'26APR'26MAY'26JUN'26JUL'26AUG'26SEP'26

Department Distribution

Department Distribution

TOTAL EMPLOYEES

TOTAL EMPLOYEES

610

610

Business Development

Business Development

Sales

Sales

Engineering

Engineering

Operations

Operations

Finance

Finance

Department Growth

Department Growth

6m GROWTH

6m GROWTH

1y GROWTH

1y GROWTH

Business Development

21%

46%

Sales

8%

31%

Engineering

5%

13%

Operations

27%

54%

Finance

18%

28%

Web Engagement

pages per visit

pages per visit

7

7

monthly visits

monthly visits

1,635,182

1,635,182

JUN'26JUL'26AUG'26

Web Traffic by Country

Web Traffic by Country

United States

99.4%

United States

99.4%

Italy

0.1%

Italy

0.1%

Canada

0.1%

Canada

0.1%

India

0.1%

India

0.1%

Brazil

0.1%

Brazil

0.1%

Web Traffic Sources

Web Traffic Sources

Direct

64.7%

Direct

64.7%

Search

11.1%

Search

11.1%

Social

1.2%

Social

1.2%

Referrals

14.2%

Referrals

14.2%

AI

0.5%

AI

0.5%

funding round

5

last round type

SERIES_D

last round amount

$176.1M

announced on

$176.1M

funding round

5

last round type

SERIES_D

last round amount

$176.1M

announced on

$176.1M