Vestwell Growth, Revenue, Number of Employees and Funding
Estimated Revenue & Financials
- Vestwell's estimated revenue is currently $9.4M per year.
- Vestwell received $8.0M in venture funding in October 2017.
- Vestwell's estimated revenue per employee is $137647
- Vestwell's total funding is $12.5M.
- Vestwell has 68 Employees.
- Vestwell grew their employee count by 48% last year.
- Vestwell currently has 2 job openings.
|Pat McGarry||Vice President, Sales|
|Lauren Zahorec||Director of Client Success|
|Sara Josephs||Director of People|
|Jonathan Ferrara||SVP - Head of Product & Ops|
|Christian Romano||AVP, Business Development|
|Benjamin Thomason||Executive Vice President|
|Zainab Noorali||VP Sales|
|Ed Burnett||VP, Engineering|
|Mark Shilshtut||Director Of Engineering|
|Joshua Forstater||VP Strategic Partnerships|
What Is Vestwell?
Vestwell is a turnkey solution for financial advisers providing them with the ability to offer clients a retirement plan without taking on the risk and costs typically associated with creating one. We remove the friction points of confusion, cost and compliance overhead that come with traditional retirement plans. Vestwell's digital platform allows for seamless plan design, automated on-boarding, and low-cost investment strategies, making it easier for employers to offer a retirement plan. Vestwell becomes an extension of the financial advisor's services, acting in everyone's best interest, while scaling through technology and allowing financial advisors to focus on clients. Mission: Vestwell provides every employee in America with access to a retirement account by removing the friction points financial advisors and companies have in establishing and maintaining defined contribution & benefit programs. We look out for everyone's best interest, including financial advisors, companies and employees. About Vestwell Holdings, Inc.: Vestwell Advisors, LLC is a SEC registered investment advisor, a wholly owned subsidiary of Vestwell Holdings, Inc., specializing in 401(k), 403(b) and other defined contribution and benefit retirement investment management services. Vestwell can assumes 3(38) or 3(21) investment management and ERISA3(16) fiduciary responsibility on the behalf of advisors and their plan sponsor clients. Learn more at Vestwell.com and on Twitter @Vestwell. This is not an offer, solicitation, or advice to buy or sell securities in jurisdictions where Vestwell Advisors is not registered. An investor should consider investment objectives, risks and expenses before investing. More information is available within Vestwell Advisors' ADV. There are risks involved with investing. Investors should consider all of their assets, income and investments. Portfolios are subject to change. All opinions and results included in this publication constitute Vestwell Advisors' judgment as of the date of this publication and are subject to change without notice.keywords:N/A
Number of Employees
Employee Growth %
|Name||Revenue||Number of Employees||Employee Growth||Total Funding|
|New York Shippi...||N/A||N/A|
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|2017-10-03||$8.0M||A||F-Prime Capital Partners||Article|
Vestwell Executive Hires
|2017-06-05||Paul Newmann||Vice President of Sales||Article|