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Valuation
$1B
2024 Revenue
A fintech savings and investment platform for small businesses and individual savers across the country.
Last updated
In 2024, Vestwell's revenue reached $65M. Since its launch in 2016, Vestwell has shown consistent revenue growth.
Vestwell reached a $1B valuation in 2023, set during its Series D round.
Vestwell has raised $237.5M in total funding across 5 rounds, most recently a $125M Series D round in 2023.
| Year | Round | Amount | Valuation | % Sold | Source |
|---|---|---|---|---|---|
| 2023 | Series D | $125M | $1B | 13% |
| Question | Answer |
|---|---|
| What's your age? | - |
| Favorite online tool? | - |
| Favorite book? | - |
| Favorite CEO? | - |
| Advice for 20 year old self | - |
We do not have customer count information for Vestwell yet.
Vestwell employs approximately 456 people as of 2026, up from 437 in 2024.
Vestwell generates $65M in revenue.
Vestwell was founded by Aaron Schumm.
The CEO of Vestwell is Aaron Schumm.
Vestwell raised $237.5M across 5 rounds.
Vestwell has 456 employees.
Vestwell is headquartered in New York, New York, United States.
All figures on this page are taken directly from interviews or are estimates from public sources and proprietary models. Not financial advice. Read full disclaimer.
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$65M
Funding
$237.5M
Team · 2025
456
Founded
2016
| Year | Milestone | Source |
|---|---|---|
| 2024 | Vestwell Hit $65m revenue in December 2024 | |
| 2016 | Launched with $0 revenue |
| 2021 | Series C | $70M | - | - | prweb.com |
| 2019 | Series B | $30M | - | - | prnewswire.com |
| 2017 | Series A | $8M | - | - | prnewswire.com |
| 2016 | Seed Round | $4.5M | - | - | evolve-capital.com |
| Year | Milestone | Source |
|---|---|---|
| 2025 | Reached 456 employees (November 2025) | |
| 2025 | Reached 444 employees (January 2025) | |
| 2024 | Reached 437 employees (September 2024) |
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