Basic info
Industry
financial services
Sectors
Retirement Planning
403(b)
Financial Advisors
Financial Services
IRA rollovers
Finance
401(k)
FinTech
Software
Defined Contribution Plan
Retirement
Date founded
2016
Funding rounds raised
Total raised
$70M
from 17 investors over 17 rounds
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Vestwell raised $70M on July 20, 2021
Investors: Manulife Financial, Teamworthy Ventures, Greenspring Associates, Industry Ventures and Point72 Asset Management
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Vestwell raised $30M on April 2, 2019
Investors: F-Prime Capital Partners, FinTech Collective, Inc., Point72 Ventures, Commerce Ventures and BNY Mellon
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Vestwell raised $8M on October 2, 2017
Investors: Commerce Ventures, F-Prime Capital Partners and FinTech Collective, Inc.
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Vestwell raised $4.5M on September 20, 2016
Investors: FinTech Collective, Inc., Commerce Ventures, F-Prime Capital Partners and Duke Angel Network