
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

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
Employee Growth
Employee Growth
TOTAL EMPLOYEES
TOTAL EMPLOYEES
610
610
6m GROWTH
6m GROWTH
11%
11%
1y GROWTH
1y GROWTH
34%
34%
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
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

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© 2026 InGrow. All rights reserved.


