COMPANY PROFILE · UPDATED 01 AUG 2026
Vestwell
Vestwell Inc provides investment advisory services. The Company offers investment advice, portfolio management, securities, and other financial services. Vestwell serves individuals, trusts, estates, and charitable organizations.
New York, NY · Austin, TX · King of Prussia, PA and +1 more location
FintechInvesting & WealthSoftware CompaniesFinancial Services CompaniesSeries DInvestment CompaniesSoftware As A Service Companies
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- Founded
- 2016
- Headcount
- 264
- Open roles
- 24
- Last raised
- Series E
LOCATIONS
Where they work
Vestwell offices
- Austin, TX
- King of Prussia, PA
- New York, NY1410 Broadway 23rd Floor
- Scottsdale, AZ
FUNDING
Capital raised
TECH STACK
How Vestwell builds
OPEN ROLES
Hiring at Vestwell
Hiring team? Claim the profile to keep roles and the careers link accurate
LEADERSHIP
Founders & key people
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