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Vestwell Funding & Investors

New York, NY

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.

vestwell.com

Total Amount Raised: $289,877,248

Vestwell's Investors

Vestwell Funding Rounds

  • Series D

    $176,052,333

    Series D Investors

    Lightspeed Venture Partners
    Primary Venture Partners
    HarbourVest Partners
    Blue Owl
    FinTech Collective
    Logan Allin

  • Series C

    $70,000,000

    Series C Investors

    Logan Allin
    Wells Fargo Strategic Capital
    Industry Ventures
    F-Prime Capital
    Primary Venture Partners
    Nationwide Ventures
    Manulife
    FinTech Collective
    Commerce Ventures
    Point 72
    Morgan Stanley
    Greenspring Associates
    Teamworthy Ventures
    Northwestern Mutual
    Allianz Life Ventures
    Goldman Sachs

  • Series B

    $31,274,930

    Series B Investors

    Goldman Sachs Growth Equity
    Allianz Life Ventures
    Franklin Resources, Inc.
    Commerce Ventures
    The Bank of New York Mellon
    FinTech Collective
    Primary Venture Partners
    F-Prime Capital
    Point72 Ventures

  • Series A

    $8,050,000

    Series A Investors

    F-Prime Capital
    Primary Venture Partners
    FinTech Collective
    Commerce Ventures

  • Seed

    $4,500,000

    Seed Investors

    FinTech Collective
    F-Prime Capital
    Commerce Ventures
    Primary Venture Partners
    Eight Roads
    Duke Angel Network
Funding info provided by Diffbot.