Fundz

Vestwell Raises $125M To Help Businesses Power Workplace Savings Programs

PRIVATEDec 21, 2023

Amount Raised

$125 Million

Round Type

Funding Round

New YorkFinancial Services

Description

Vestwell, which provides the infrastructure for employers to power workplace savings programs, has raised $125 million in what the company describes as a “preempted” round of funding.

Quick answer

Vestwell raised $125 Million in a Funding Round round, dated December 21, 2023. Vestwell is based in New York, New York, United States.

How much did Vestwell raise?
Vestwell raised $125 Million in a Funding Round round on December 21, 2023.
What does Vestwell do?
Vestwell is the modern fintech engine powering savings and investment programs for small businesses and individual savers across the country.
Where is Vestwell based and how big is it?
Vestwell is based in New York, New York, United States. Fundz records about 460 employees.
Who are the decision-makers at Vestwell?
Fundz holds 1 contact at Vestwell. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

Who else raised in Financial Services around the same time

Companies in the same sectors as Vestwell that raised within 45 days of this round, from Fundz verified event records.

  • Fund Park Limited raised $500M (Funding Round) on February 4, 2024.
  • Pacific Life raised $46M on February 2, 2024.
  • Velar raised $3.5M (Seed) on February 2, 2024.
  • BenePass raised $20M (Funding Round) on February 2, 2024.
  • Mufin Green Finance raised $18M (Seed) on February 2, 2024.
  • Pacific Life raised $767K on February 2, 2024.

Who to call at Vestwell, and when

A new round usually means Vestwell is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day Vestwell raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Vestwell, from your own LinkedIn network

Works inside ChatGPT and Claude. Ask who to call at Vestwell. With Fundz connected, it knows.

Watch Fundz in
See plan options
Trusted byOracleSnowflakeCloudflareLinkedInGoogleSalesforce 4.8/5 on G2

Company Information

Company

Vestwell

Location

New York, New York, United States

About

Vestwell is the modern fintech engine powering savings and investment programs for small businesses and individual savers across the country. We’re helping to close the savings gap by offering flexible, cost-effective, modern solutions to save for the critical aspects of life - retirement, education, and healthcare. Vestwell currently powers nearly 50,000 small businesses, over a million savers, and $29 billion in assets in all 50 states. To learn more visit vestwell.com. Vestwell Advisors LLC is a subsidiary of Vestwell Holdings, Inc. Vestwell Advisors LLC is an investment advisor registered with the Securities and Exchange Commission and can provide investment management services for qualified retirement plans using the Vestwell platform. For more information about Vestwell, Vestwell Advisors, and our other services, learn more at www.vestwell.com.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment Vestwell raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

1 contact
Predictive Intelligence
Strategic

ML-powered predictions for Vestwell's next move

See what Strategic adds

Vestwell raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.