Vestwell
VE
Vestwell provides recordkeeping and administration software for workplace retirement and other savings benefits. Its platform helps employers, advisors, and financial institutions set up plans, manage compliance tasks, and support participant accounts. Vestwell integrates with payroll and other benefit systems to automate reporting and contributions.
Founded by Aaron Schumm (Founder, CEO & Chairman)
Blended valuation$2B$2B secondary
Valuation history
Weekly blended valuation with priced funding rounds marked on the timeline.
$2.1B
blended valuationfunding round
Jul 19, 2021$234.9MOct 5, 2026
All rounds
6 funding rounds, newest first.
| Round | Announced | Raised | Post-money |
|---|---|---|---|
| Series E | Feb 18, 2026 | $385M | $2B |
| Series D | Dec 21, 2023 | $125M | $1B |
| Series C | Jul 20, 2021 | $70M | $365.6M |
| Series B | Apr 2, 2019 | $31.3M | $148.9M |
| Series A | Oct 2, 2017 | $8.1M | $38.3M |
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Investors
39 investors across all rounds.
- FCFinTech Collective
- GSGoldman Sachs
- BOBlue Owl Capital Corporation
- LVLightspeed Venture Partners
- WFWells Fargo
- SSSixth Street Growth
- PVPrimary Venture Partners
- CVCommerce Ventures
- F-F-Prime
- FTFranklin Templeton
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Secondary market activity
Recent buy and sell interest for Vestwell shares on the secondary market.
| Kind | Implied valuation | Price / share | Date |
|---|---|---|---|
| $2B | — | Feb 1, 2026 |
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Data as of Oct 16, 2026. Valuations are estimates blended from primary and secondary-market signals — not investment advice.