GoldenGolden
Advanced Search
Vestwell

Vestwell

Vestwell is a Manhattan-based digital retirement platform providing turnkey solutions for financial advisors.

Help us improve this page by adding information.
Visit our Writing Guide or this topic page for additional help.

Timeline

July 22, 2021
Vestwell raises $70,000,000 in Series C Funding. Wells Fargo Strategic Capital and Fin Venture Capital co-led the round, along with participation from Goldman Sachs, Morgan Stanley, Manulife, Point72, Nationwide Ventures, Allianz Life Ventures, Northwestern Mutual, FinTech Collective, Greenspring Associates, Primary Venture Partners, Teamworthy Ventures, F-Prime Capital, Industry Ventures, and Commerce Ventures.
July 20, 2021
Vestwell raises a $0 series C round from Fin Venture Capital, Goldman Sachs, Morgan Stanley and Wells Fargo Strategic Capital.
April 2019
Vestwell raises a $30,000,000 series B round from Allianz Life Ventures, Commerce Ventures, F-Prime Capital Partners, FinTech Collective, Franklin Templeton Investments, Goldman Sachs, Nationwide Ventures, Point72 Ventures and Primary Venture Partners.
October 2017
Vestwell raises a $8,000,000 series A round from Commerce Ventures, F-Prime Capital Partners, FinTech Collective and Primary Venture Partners.
September 20, 2016
Vestwell raises a $4,500,000 seed round from Commerce Ventures, Duke Angel Network, Eight Roads Ventures, FinTech Collective and Primary Venture Partners.
2016
Vestwell was founded by Aaron Schumm.

Funding rounds

People

Name
Role
LinkedIn

Further reading

Title
Author
Link
Type
Date

Documentaries, videos and podcasts

Title
Date
Link

Companies

Company
CEO
Location
Products/Services

News

Title
Author
Date
Publisher
Description
FinSMEs
July 22, 2021
FinSMEs
About | Advertise | Contact | Disclaimer | News | The Daily Deal Newsletter FinSMEs.com by FinSMEs is licensed under a Creative Commons Attribution-NonCommercial-NoDerivs 3.0 Unported License.

References

Golden logo
Text is available under the Creative Commons Attribution-ShareAlike 4.0; additional terms apply. By using this site, you agree to our Terms & Conditions.