Vestwell
Valuation · 2023
$1B
2024 Revenue
$65M(Est.)
Funding
$237.5M
Team · 2025
456
Founded
2016
Vestwell Revenue, Valuation & Funding (2024)
Vestwell generated an estimated $65M in annual revenue in 2024. Source: GetLatka estimate
A fintech savings and investment platform for small businesses and individual savers across the country.
Last updated
Vestwell Revenue
In 2024, Vestwell's revenue reached $65M.
| Year | Milestone | Source |
|---|---|---|
| 2024 | Vestwell Hit $65m revenue in December 2024 | Estimated |
| 2016 | Launched with $0 revenue |
Vestwell Valuation, Funding Rounds
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% | techcrunch.com |
| 2021 | Series C | $70M | - | - | prweb.com |
| 2019 | Series B | $30M | - | - | prnewswire.com |
| 2017 | Series A | $8M | - | - | prnewswire.com |
| 2016 | Seed | $4.5M | - | - | evolve-capital.com |
Founder / CEO
Vestwell Employees & Team Size
Vestwell employs approximately 456 people as of 2026, up from 437 in 2024.
| Year | Milestone | Source |
|---|---|---|
| 2025 | Reached 456 employees (November 2025) | Not recorded |
| 2025 | Reached 444 employees (January 2025) | Not recorded |
| 2024 | Reached 437 employees (September 2024) | Not recorded |
Frequently Asked Questions about Vestwell
What is Vestwell's revenue?
As of 2024, Vestwell generated an estimated $65M in annual revenue.
What is Vestwell's valuation?
As of 2023, Vestwell was valued at $1B.
Who founded Vestwell?
Vestwell was founded by Aaron Schumm.
When was Vestwell founded?
Vestwell was founded in 2016.
Who is the CEO of Vestwell?
The CEO of Vestwell is Aaron Schumm.
How much funding does Vestwell have?
Vestwell raised $237.5M across 5 rounds.
How many employees does Vestwell have?
As of 2025, Vestwell had 456 employees.
Where is Vestwell headquartered?
Vestwell is headquartered in New York, New York, United States.
Data and Sources
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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