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.comTotal Amount Raised: $237,500,000
Vestwell Funding Rounds
Series D
$125,000,000
Series D Investors
Lightspeed Venture PartnersPrimary Venture PartnersHarbourVest PartnersBlue OwlFinTech CollectiveLogan AllinSeries C
$70,000,000
Series C Investors
Logan AllinWells Fargo Strategic CapitalIndustry VenturesF-Prime CapitalPrimary Venture PartnersNationwide VenturesManulifeFinTech CollectiveCommerce VenturesPoint72Morgan StanleyGreenspring AssociatesTeamworthy VenturesNorthwestern MutualAllianz Life VenturesGoldman SachsSeries B
$30,000,000
Series B Investors
GS GrowthAllianz Life VenturesFranklin Resources, Inc.Commerce VenturesThe Bank of New York Mellon CorporationFinTech CollectivePrimary Venture PartnersF-Prime CapitalPoint72 VenturesSeries A
$8,000,000
Series A Investors
F-Prime CapitalPrimary Venture PartnersFinTech CollectiveCommerce VenturesSeed
$4,500,000
Seed Investors
FinTech CollectiveF-Prime CapitalCommerce VenturesPrimary Venture PartnersEight Roads VenturesDuke Angel Network
Funding info provided by Diffbot.