Vestwell Revenue and Competitors

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Estimated Revenue & Valuation

Vestwell's estimated annual revenue is currently $65M per year.(i)
Vestwell received $30.0M in venture funding in April 2019.
Vestwell's estimated revenue per employee is $165,100
Vestwell's total funding is $289M.
Vestwell's current valuation is $1B. (December 2023)

Employee Data

Vestwell has 394 Employees.(i)
Vestwell grew their employee count by 26% last year.

Vestwell's People

Name	Title	Email/Phone
1 Aaron Schumm	Founder, CEO	Reveal Email/Phone
2 Jordan Weiss	Regional VP	Reveal Email/Phone
3 Jake Staszak	Regional VP - South	Reveal Email/Phone
4 Dave Sheen	CFO	Reveal Email/Phone
5 Lindsey Sprague	Regional VP	Reveal Email/Phone
6 DJ Tobin	Regional VP	Reveal Email/Phone
7 Stephen Miley	Regional VP	Reveal Email/Phone
8 Ava Heaslet	Regional VP, Western US Sales & Partnerships	Reveal Email/Phone
9 David Bell	VP	Reveal Email/Phone
10 Jonathan Ferrara	COO - Vestwell Trust Co. & Head Custody Platform Solutions	Reveal Email/Phone

Vestwell Competitors & AlternativesAdd Company

Competitor Name	Revenue	Number of Employees	Employee Growth	Total Funding	Valuation
#1 Ascensus	$806.6M	5716	4%	N/A	N/A

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What Is Vestwell?

Vestwell is the digital recordkeeping platform bringing the 401(k) and 403(b) industry into the modern Fintech era. We have rearchitected the workplace retirement offering from the ground up and built an engine to power the $30T industry. Our customizable, open architecture, and white-labeled platform becomes a natural extension of financial services and payroll partners, while removing traditional friction points plaguing legacy recordkeeping. The result is an easier, more efficient, and all-around better experience for everyone, delivered at a fraction of the cost. Learn more at Vestwell.com and on Twitter @Vestwell.

keywords:vestwell, recordkeeper, 401k, retirement

$289M

Total Funding

394

Number of Employees

$65M

Revenue (est)

26%

Employee Growth %

$1B

Valuation

N/A

Accelerator

Vestwell News

2022-03-30 - Saving for retirement? How to choose between a traditional and Roth IRA

... than you will be when taking distributions in the future," says Amy Ouellette, vice president of product at Vestwell, a 401(k) platform.

2021-11-02 - Vestwell Announces Plan to Acquire BNY Mellon's Sumday

Adding Sumday under the Vestwell umbrella accelerates our mission to deliver workplace savings programs to all, while deepening our relationship with one of the most respected financial institutions in the world. NEW YORK (PRWEB) November 02, 2021 Vestwell, the fintech engine powering leading ...

2021-10-12 - Vestwell Hires Rob Molchon as Chief Technology Officer and Promotes Ryan Anderson to Chief Product Officer

I have great conviction with Rob stepping into the CTO seat, partnered with Ryan, to deliver on our vision as we further accelerate Vestwell. NEW YORK (PRWEB) October 12, 2021 Vestwell, the engine powering leading workplace savings and investing programs, today announced it hired Rob Molchon a ...

2021-07-22 - Vestwell Raises $70M in Series C Funding

Vestwell, a NYC-based API technology platform for workplace savings and investing programs, raised $70m in Series C financing. Wells Fargo Strategic Capital and Fin Venture Capital co-led the round, along with participation from Goldman Sachs, Morgan Stanley, Manulife, Point72, Nationwide Ventu ...

2019-08-31 - Robo-advisers are dead. Long live digital advisers

So fintech providers like Vestwell, Questis and NextCapital are teaming up with advisers, while traditional providers are morphing their ...