| Date | Title | Description |
| 01.08.2026 | Discern: $10 Million Series A Raised To Automate State Filings | Discern, a software-first registered agent that automates state filings, has raised a $10 million Series A funding round led by Walkabout Ventures and Bungalow Capital. The round follows 4x ARR growth in 2025 and brings the company’s total ... |
| 30.07.2026 | Discern Raises $10M in Series A Funding | Discern, a Dover, DE-based provider of a software-first registered agent platform that automates state filings, raised $10M in Series A financing.
The round was led by Walkabout Ventures and Bungalow Capital.
The raise brought the total amo... |
| 29.05.2026 | Roth IRA owners may need a second retirement account to claim the new Saver’s Match | The Saver’s Match program, created in the 2022 Secure 2.0 retirement legislation, will provide income-eligible retirement savers with a matching contribution beginning in 2027.
The annual benefit is worth up to $1,000 for single tax filers ... |
| 03.03.2026 | Old Well Labs: AI Investment Intelligence Platform Welcomes Strategic New Investors | Old Well Labs (OWL), an AI-powered platform that helps allocators and investment managers find, monitor, and connect with one another, announced a new strategic investment from Capital Allocators, Teamworthy Ventures, and Hammoud Ventures. ... |
| 27.02.2026 | Vestwell Raises $385M to Power Modern Savings Infrastructure Across America | America’s retirement crisis has reached a breaking point. With 42% of full-time workers lacking access to employer-sponsored retirement plans and the median American holding just $955 in retirement savings, the nation faces a $50T savings g... |
| 23.02.2026 | Vestwell Secures $385 Million Series E, Fortifying America's Savings Infrastructure | Vestwell secured $385 million in Series E funding. This round doubled its valuation since 2023. It underscores the fintech leader's crucial role in America's modern savings economy. Vestwell now supports over 2 million savers. It administer... |
| 20.02.2026 | Vestwell raises $385 million in Series E | Vestwell Vestwell
Founded: 2016
Headquarters: New York, New York, United States
Total Funding: $623.82M
See full company profile "> , a savings and retirement infrastructure platform, raised $385 million in Series E funding led by B... |
| 19.02.2026 | Vestwell: $385 Million Series E Raised For Powering Modern Savings Infrastructure | Vestwell, a financial technology company powering America’s modern savings economy, announced it has raised $385 million in Series E funding, doubling its valuation since its 2023 Series D and bringing total capital raised to $660 million.
... |
| 19.02.2026 | Vestwell Inks $385 Million Series E Funding |
NEW YORK, NY, Vestwell, the infrastructure platform powering America's modern savings economy, has raised $385 million in Series E funding.
>> Click here for more funding data on Vestwell
>> To export Vestwell funding data to P... |
| 18.02.2026 | Vestwell Raises $385M in Series E Funding | Vestwell, a NYC-based provider of an infrastructure platform developing saving solutions, raised $385M in Series E funding.
The round was led by Blue Owl Capital and Sixth Street Growth, with participation from new and existing investors, i... |
| 02.02.2026 | Vestwell Completes Accrue 401k Acquisition, Expanding Platform Capabilities | Nearly 30,000 employers and approximately 350,000 savers will transition to Vestwell's modern savings platform
NEW YORK, Feb. 2, 2026 /PRNewswire-PRWeb/ -- Vestwell, the backbone of the modern savings economy, today announced it has complet... |
| 01.01.2026 | This investment account is ‘like a super-powered Roth,’ expert says. And 6 million more Americans are now eligible to contribute | Beginning January 1, 2026, an estimated 6.1 million more Americans will be eligible to open and contribute to Achieving a Better Life Experience (ABLE) accounts, according to National Disability Institute.
ABLE accounts are tax-advantaged i... |
| 09.12.2025 | Vestwell to Acquire Accrue 401k, Becoming the New Home for Nearly 30,000 Guideline Retirement Plans | Following Gusto's acquisition of Guideline, Vestwell will serve the employers and employees whose 401(k) plans were not part of the Gusto transaction—expanding access to modern, payroll-connected savings solutions.
NEW YORK, Dec. 9, 2025 /P... |
| 26.07.2025 | Trump’s student loan payment changes include one positive for workers in debt | To learn more about the CNBC CFO Council, visit cnbccouncils.com/cfo
The federal government’s new student loan repayment system, while simpler, may cost some borrowers more.
The One Big Beautiful Bill Act included a provision to exempt empl... |
| 24.06.2025 | Vestwell Launches Retirement Solution for Amazon Delivery Service Partners (DSPs) Program | Vestwell Logo
Vestwell is expanding access to retirement savings for participants in Amazon's Delivery Service Partner (DSP) Program
NEW YORK, June 24, 2025 /PRNewswire-PRWeb/ -- Vestwell, the backbone of the modern savings economy, is expa... |
| 20.05.2025 | Vestwell and Wayne-Sanderson Farms Collaborate to Create Retirement Savings Program for Farmers | Vestwell Logo
New retirement savings program to support over 2,000 family farmers.
NEW YORK, May 20, 2025 /PRNewswire/ -- Vestwell, the backbone of the modern savings economy, today announced its partnership with the nation's third-largest ... |
| 12.02.2025 | Vestwell Unveils New Emergency Savings Account (ESA) Offering | Vestwell Logo
The company expands its suite of financial wellness solutions with a new workplace ESA
NEW YORK, Feb. 12, 2025 /PRNewswire-PRWeb/ -- Vestwell, the backbone of the modern savings economy, today announces the launch of its new E... |
| 30.10.2024 | Stay Raises $3M in Seed Funding | Stay, a São Paulo, Brazil-based corporate pension startup, raised $3M in seed funding.
The round was led by Better Tomorrow Ventures and MAYA Capital with participaiton from 17Sigma, Grão, and Ralicap, alongside angel investors Aaron Schumm... |
| 04.09.2024 | Vestwell Announces Strategic Partnership with TIAA to Expand Access to Guaranteed Retirement Income | Vestwell Logo
New partnership launches a TIAA lifetime income offering on the Vestwell platform
NEW YORK, Sept. 4, 2024 /PRNewswire-PRWeb/ -- Vestwell, a leading holistic savings platform, announced today a partnership with TIAA to help imp... |
| 25.12.2023 | Vestwell: Employer And Individual Savings Platform Company Raises $125 Million | Vestwell – a leading employer and individual savings platform – recently announced it raised its Series D round, totaling $125 million. Lightspeed Venture Partners led the funding round. And existing investors Fin Capital, Primary Venture P... |
| 22.12.2023 | Vestwell Raises $125M in Series D Funding | Vestwell, a NYC-based employer and individual savings platform, raised its Series D round, totaling $125m.
The round was led by Lightspeed Venture Partners with participation from existing investors Fin Capital, Primary Venture Partners, an... |
| 21.12.2023 | Vestwell raises $125m in Series D funding | Huge congratulations to FTC portfolio company Vestwell on their landmark $125m Series D round from growth investor Lightspeed Venture Partners. The oversubscribed round includes participation from new investors Blue Owl and HarbourVest, alo... |
| 21.12.2023 | Goldman Sachs-Backed Fintech Vestwell Raises $125 Million | Vestwell, a retirement-focused fintech, said it raised $125 million in new funding in a Series D round led by venture capital firm Lightspeed Venture Partners.
Vestwell said it will use the funds to expand its focus on state-retirement savi... |
| 21.12.2023 | Vestwell raises $125 million | Vestwell, Vestwell
Founded: 2016
Headquarters: New York, New York, United States
Total Funding: $237.5M
See full company profile "> which provides the infrastructure for employers to power workplace savings programs, has raised $125... |
| 21.12.2023 | Vestwell Nabs $125M Series D Financing Round |
NEW YORK, NY, Vestwell, the leading employer and individual savings platform, has raised its Series D round, totaling $125 million.
>> Click here for more funding data on Vestwell
>> To export Vestwell funding data to PDF an... |
| 21.12.2023 | Vestwell Raises $125M Series D | Vestwell
The preempted round will fast-track Vestwell's mission to transform Americans' access to savings
NEW YORK, Dec. 21, 2023 /PRNewswire-PRWeb/ -- Vestwell, the leading employer and individual savings platform, has raised its Series D ... |
| 20.12.2023 | Vestwell raises $125M to help businesses power workplace savings programs | 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.
Lightspeed Venture Partners led the round, which include... |
| 28.07.2023 | Vestwell to Acquire Gradifi Solutions, Provider of Workplace Education Solutions | Vestwell Logo “We’re delighted to bring Gradifi Solutions onto the Vestwell platform and offer a full suite of financial wellness programs to meet the needs of our clients,” said Aaron Schumm, Founder and CEO of Vestwell.
New York, New York... |
| 06.07.2023 | Patriot Software & Vestwell Offer Free Webinar on SECURE Act 2.0 | Patriot and Vestwell's webinar for business owners and accountants will discuss key retirement tax benefits and deadlines. When there are tax credits specifically for small businesses, we want to ensure employers and their accountants know ... |
| 11.05.2023 | Vestwell Partners with Leading Advisory and Asset Management Firms | Vestwell “Enhancing our offering by coupling a modern technology platform with an assigned client success professional, like Vestwell, will enable us to quickly and efficiently meet the increasing demand,” said Steve Rubino, Head of Retirem... |
| 06.03.2023 | How SECURE 2.0 Levels The Playing Field For Small Businesses And Their Employees | Craig Reid is the President and National Practice Leader of Retirement and Wealth at Marsh McLennan Agency (MMA), a subsidiary of Marsh. |
| 01.03.2023 | RBC Clearing & Custody Selects Vestwell as Exclusive Small Plan Retirement Provider | Vestwell Logo “We’ve seen 401(k) solutions increasingly become a priority for small business owners...This demand, with the right platform in place, creates a natural pathway for our advisor clients to rapidly expand their wealth practices,... |
| 16.02.2023 | California ABLE Program Selects Vestwell to Rapidly Expand Disability Savings | “CalABLE is an essential program for thousands of Californians with disabilities that need a tax benefit to help offset the added expenses that can come with having a disability,” said Aaron Schumm, founder and CEO of Vestwell.
NEW YORK (PR... |
| 30.01.2023 | Vestwell Retirement Trend Report Showcases Demand For Savings in 2023 | Vestwell’s Retirement Trends Report showcases that small business employers across the country are looking to expand their benefits offerings to meet the demand from their employees who seek access to additional savings opportunities.
NEW Y... |
| 10.01.2023 | Vestwell Joins Forces with Carson Group to Launch Carson Complete 401(k) | “We are thrilled to launch Carson Complete 401(k) and partner with a leader in the advisor-sold small plan market,” said Jamie Hopkins, managing partner of wealth solutions for Carson Group.
NEW YORK (PRWEB) January 10, 2023
Today, Vestwell... |
| 06.12.2022 | Vestwell Rolls Out Recordkeeping Platform Enhancements, Leapfrogging Legacy Players | Today, we have delivered the infrastructure on which the workplace and individual savings programs will run over the next twenty-plus years,” said Aaron Schumm, Founder and CEO of Vestwell.
NEW YORK (PRWEB) December 06, 2022
Vestwell, the l... |
| 12.09.2022 | Vestwell Launches Two Products For 401(k) Third Party Administrators | “Vestwell recently piloted two new TPA programs to meet the unparalleled demands of administrators and retirement plan advisors," said Richard Tatum, President of Retirement Services at Vestwell. "These new solutions allow TPAs to... |
| 16.08.2022 | Inc. Magazine Names Vestwell One of America’s Fastest-Growing Private Companies | “The accomplishment of building one of the fastest-growing companies in the U.S., in light of recent economic roadblocks, cannot be overstated,” says Scott Omelianuk, editor-in-chief of Inc.
NEW YORK (PRWEB) August 16, 2022
Today, Inc. Maga... |
| 02.06.2022 | Virginia Selects Vestwell to Power State-Mandated Retirement Program, RetirePath Virginia | “We’re proud to partner with states like Virginia who are pioneering the way small businesses and their employees will achieve a secure financial future,” said Aaron Schumm, Founder and CEO of Vestwell.
NEW YORK (PRWEB) June 02, 2022
Vestwe... |
| 10.05.2022 | Patriot Announces Exclusive Partnership with Vestwell, Offering Affordable Retirement Plans for American Businesses | Patriot Software partners with Vestwell “This exciting partnership with Vestwell allows Patriot to expand our offerings and make it easier for our customers to offer 401(k) plans to their employees,” says Mike Kappel, CEO of Patriot.
CANTON... |
| 29.04.2022 | Colorado and New Mexico Select Vestwell to Power Historic State Savings Program | “We are thrilled to be working with Vestwell, who has extensive experience expanding retirement savings through innovative solutions,” said Dave Young, Colorado State Treasurer.
NEW YORK (PRWEB) April 29, 2022
Vestwell, the modern fintech e... |
| 20.01.2022 | Why you soon might have more access to sustainable investments within your company 401(k) | Americans are caring more and more about sustainable investing.
A new rule proposed by the Department of Labor hopes to make ESG funds more available to employees.
Advertisement
Nearly half of Americans call themselves environmentalists, an... |
| 20.01.2022 | Why you soon might have more access to sustainable investments within your company 401(k) | Americans are caring more and more about sustainable investing.
A new rule proposed by the Department of Labor hopes to make ESG funds more available to employees.
Nearly half of Americans call themselves environmentalists, and those that d... |
| 02.11.2021 | 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 0... |
| 12.10.2021 | 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 inve... |
| 28.07.2021 | Vestwell lands $70m Series C round co-led by Wells Fargo | Workplace savings and investment fintech Vestwell has raised $70 million in a Series C funding round co-led by Wells Fargo Strategic Capital and Fin Venture Capital.
The firm claims to have experienced 200% growth over 2020
The round also i... |
| 22.07.2021 | 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 Sac... |
| 20.07.2021 | OpenSea raises at a $1.5 billion valuation despite an NFT pullback | This is the web version of Term Sheet, a daily newsletter on the biggest deals and dealmakers. Sign up to get it delivered free to your inbox.
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| 20.07.2021 | Vestwell Raises $70 Million in Series C Funding, Led by Wells Fargo Strategic Capital and Fin Venture Capital | Vestwell was built for the financial services industry, and we’re backed by the financial services industry and the fintechs that work with them.
NEW YORK (PRWEB) July 20, 2021
Vestwell, the engine powering leading workplace savings and inv... |
| 20.07.2021 | Vestwell Raises $70 Million in Series C Funding, Led by Wells Fargo Strategic Capital and Fin Venture Capital | NEW YORK, July 20, 2021 /PRNewswire-PRWeb/ -- Vestwell, the engine powering leading workplace savings and investing programs, today announced it raised $70 million in Series C financing. Wells Fargo Strategic Capital and Fin Venture Capital... |
| 20.07.2021 | OpenSea raises at a $1.5 billion valuation despite an NFT pullback | This is the web version of Term Sheet, a daily newsletter on the biggest deals and dealmakers. Sign up to get it delivered free to your inbox.
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| 20.07.2021 | Vestwell Raises $70 Million in Series C Funding, Led by Wells Fargo Strategic Capital and Fin Venture Capital | - |
| 20.07.2021 | Vestwell raises $70 million | Vestwell announced it raised $70 million in Series C financing. Wells Fargo Strategic Capital and Fin Venture Capital co-led the round. Others participating in the round include Goldman Sachs, Morgan Stanley, Manulife, Point72, Nationwide V... |
| 17.04.2020 | Meet Erik Ross, Managing Partner at Nationwide Ventures | Nationwide Ventures is the corporate venture arm of Nationwide Insurance
Venture capital used to be a cottage industry, with very few investing in tomorrow's products and services. Oh, how times have changed!
While there are more startups t... |
| 05.04.2019 | New York-Based Digital Retirement Platform Company Vestwell Raises $30 Million | Photo Credit: Vestwell |
| 03.04.2019 | Term Sheet — Wednesday, April 3: Inside Andreessen’s Big Crypto Play | NEW FUND, NEW STRATEGY
Andreessen Horowitz, the 10-year-old venture capital firm, is ready for its next chapter. That chapter includes raising a new growth fund and renouncing its status as a venture firm.
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| 02.04.2019 | Vestwell Raises $30m in Series B Funding | Vestwell, a NYC-based digital retirement platform, raised $30m in Series B financing.
The round was led by Goldman Sachs Principal Strategic Investments (PSI), with participation from Point72 Ventures, Nationwide, Allianz Life Ventures, BNY... |
| 02.04.2019 | Vestwell Raises $30M Series B | Vestwell, a digital retirement platform, announced that it raised $30 million in Series B financing. Goldman Sachs Principal Strategic Investments (PSI) led the round, working closely with Goldman Sachs' Consumer and Investment Management D... |
| 02.04.2019 | Vestwell Raises $30M Series B | Vestwell Vestwell
Founded: 2016
Headquarters: New York, NY, US
Total Funding: $42.5M
See full company profile "> , a digital retirement platform, announced that it raised $30 million in Series B financing. Goldman Sachs Principal St... |
| 02.04.2019 | Vestwell Lands $30M Series B Financing |
NEW YORK, NY, Vestwell, a digital retirement platform, announced that it raised $30 million in Series B financing.
>> Click here for more funding data on Vestwell
>> To export Vestwell funding data to PDF and Excel, click he... |
| 02.04.2019 | Goldman Sachs Leads $30m Series B in Vestwell | Congratulations to FTC II CEO Aaron Schumm and the entire Vestwell team on raising a $30m Series B financing led by Goldman Sachs PSI group, Point72 Ventures, and asset managers Allianz, BNY Mellon, Franklin Templeton, and Nationwide. |
| 02.04.2019 | Vestwell Continues to Redefine Retirement, Announcing a $30 million Series B to Fuel Growth | - |
| 02.04.2019 | Vestwell raises $30M in Series B financing for retirement platform | Vestwell Holdings Inc., a New York-based digital retirement platform, said it raised $30 million in Series B financing, led by Goldman Sachs Principal Strategic Investments in tandem with the Goldman Sachs Consumer and Investment Management... |
| 25.09.2018 | Vestwell Works with Dimensional Fund Advisors | Vestwell, a digital retirement platform, today announced the addition of a new retirement income tool from Dimensional Fund Advisors (Dimensional), a global investment firm. Dimensional's My Retirement Income Calculator is now fully integra... |
| 05.06.2018 | Vestwell Partners With Allianz Life Ventures | Vestwell, a digital retirement platform, announced today a strategic partnership with Allianz Life Ventures, part of Allianz Life Insurance Company of North America (Allianz Life), to offer its end-to-end retirement planning solution to All... |
| 12.04.2018 | Vestwell partners with Namely | Vestwell, a digital retirement platform, announced today that it is partnering with Namely, a leading HR platform for mid-sized companies, to provide an all-in-one retirement experience for plan sponsors and their employees. |
| 13.03.2018 | Vestwell Announces Four Strategic Appointments – Marking A Significant Breakthrough In The Company’s Growth | NEW YORK, NY, March 13, 2018 – Vestwell, a digital retirement platform, today announced the appointments of two new board members who will provide strategic counsel on areas including best practices, innovative ideas, and the firm’s traject... |
| 08.02.2018 | Fintech Giants Roll Out Digital 401k Platform | Technological innovations designed to make life easier abound, and the retirement savings industry is getting in on the action. |
| 05.10.2017 | Vestwell Announces Joint Offering with Riskalyze | Vestwell and Riskalyze today announced a new joint offering called Riskalyze Retirement Solutions, allowing advisors to access a new version of Vestwell’s retirement planning portal on the Riskalyze platform. The deep partnership will put V... |
| 02.10.2017 | Vestwell Raises $8M in Series A Funding | Vestwell, a NYC-based fiduciary-backed retirement platform for the financial advisor community, raised $8m in Series A Funding.
The round was led by F-Prime Capital Partners, the venture capital group associated with the parent company of F... |
| 02.10.2017 | Vestwell Raises $8m in Series A | Vestwell, the industry's first and only fiduciary-backed retirement platform for the financial advisor community, today announced $8 million in Series A Funding led by F-Prime Capital Partners, the venture capital group associated with the ... |
| 02.10.2017 | Vestwell Raises $8M Series A | Vestwell, the industry’s first and only fiduciary-backed retirement platform for the financial advisor community, today announced $8 million in Series A Funding led by F-Prime Capital Partners, the venture capital group associated with the ... |
| 02.10.2017 | Vestwell Bags $8M in Series A |
NEW YORK, NY, Fiduciary-backed retirement platform for the financial advisor community, today announced $8 million in Series A Funding led by F-Prime Capital Partners.
>> Click here for more funding data on Vestwell
>> To ex... |
| 02.10.2017 | Term Sheet — Monday, October 2 | OPERATORS WANTED
Good morning, Term Sheet readers!
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Sandhya Venkatachalam has joined the firm as a partner leading growth investing. Previously, she was one of the founding partn... |
| 20.09.2017 | Vestwell Wins XY Planning Network's Annual Advisor | XY Planning Network is proud to announce the winner of its second annual Advisor FinTech Competition. Vestwell (vestwell.com), the digital employer retirement plan platform for advisors, took home first place against six other finalists dur... |
| 20.09.2016 | Vestwell Completes $4.5M Seed Round |
NEW YORK, NY, Vestwell, the industry's first and only full-fiduciary, white-labeled retirement platform for the RIA community and beyond, emerged from stealth mode today and announced $4.5 million in funding.
>> Click here for more... |
| 20.09.2016 | FinTech Collective Leads Vestwell’s $4.5M Series Seed | Vestwell, the industry's first and only full-fiduciary, white-labeled retirement platform for the RIA community and beyond, emerged from stealth mode today and announced $4.5 million in funding. The seed round of financing was led by FinTec... |
| 20.09.2016 | Vestwell Raises $4.5M in Seed Funding | Vestwell, a NYC-based provider of a full-fiduciary, white-labeled retirement platform, emerged from stealth mode and raised $4.5m in seed funding.
The round was led by FinTech Collective, with participation from F-Prime Capital, Primary Ven... |
| - | Vestwell | “Vestwell is a digital savings platform redefining the way workplace plans are powered today.” |
| - | Vestwell | “Vestwell is a digital savings platform redefining the way workplace plans are powered today for the benefit of advisors, employers, and employees alike.” |
