Fundz

Vestwell raises $385M in Series E to modernize retirement and savings platforms. The round represents one of the largest US WealthTech deals in H1 2026.

PRIVATEOct 01, 2026

Amount Raised

$385 Million

Round Type

Series E

New YorkFinancial Services

Description

Vestwell, a WealthTech platform modernizing how Americans save across retirement, education, and emergency savings, raised $385 million in a Series E funding round. The raise positions Vestwell as one of the biggest US WealthTech deals of the first half of 2026. The funding comes as overall US WealthTech investment activity shows signs of caution, with sector-wide funding declining 13% year-over-year in H1 2026. Despite broader market headwinds, Vestwell's substantial Series E demonstrates continued investor confidence in modernized savings platforms.

Company Information

Company

Vestwell

Location

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.

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