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Vestwell

Vestwell is a Manhattan-based digital retirement platform providing turnkey solutions for financial advisors.

4

Funding Rounds

$42.5m

Money raised

Overview

Vestwell is a Manhattan-based digital retirement platform providing turnkey solutions for financial advisors.

Funding

Funding series

Funding Series Analysis

The company Vestwell has raised a total of $4.5m in funding over 4 rounds.

Key Insights:

  • Vestwell Seed round, September 2016: $4.5m
  • Vestwell funding round, October 2017: $8m
  • Vestwell funding round, April 2019: $30m
Vestwell logo
Vestwell Seed round, September 2016 $4.5m
Vestwell logo
Vestwell funding round, October 2017 $8m
Vestwell logo
Vestwell funding round, April 2019 $30m

Industries

Vestwell is active in the following industries:
  • Wealth management
  • Micro-enterprise
  • Small- and medium-sized enterprises
  • Financial services
  • Retirement
  • Elder technology
  • Financial inclusion
  • Finance
  • Technology
  • Financial technology