Vestwell
Modern savings solutions for everyone
CORE INFO
Vestwell is a financial technology company that offers a range of workplace savings solutions, including retirement and education savings plans, to individuals and organizations across the United States. By collaborating with employers and financial institutions, Vestwell aims to make saving for important life milestones more accessible.
- Vestwell recently raised $385 million in a Series E funding round, led by Blue Owl Capital and Sixth Street Growth, bringing its valuation to $2 billion.vestwell.com
- The company supports over 500,000 businesses and more than 2 million active savers nationwide, administering over $50 billion in assets.vestwell.com
- In May 2023, Vestwell partnered with JPMorgan to enhance Chase's small business 401(k) savings platform.forbes.com
WHY WE WOULD WORK AT VESTWELL
Inclusive Mission
Join a company dedicated to making saving accessible for everyone, helping close the savings gap for millions across the U.S.
Innovative Technology
Work with a cloud-native platform that modernizes workplace savings solutions, integrating seamlessly with payroll and HR systems.
Growing Team
Be part of a dynamic team of approximately 500 employees, all committed to transforming the financial landscape for over 2 million active savers.
Strong Financial Backing
Benefit from a robust funding history, with $706.8 million raised, positioning Vestwell for continued growth and innovation.
Recognized Achievements
Contribute to a company recognized on Forbes' lists, including America's Best Startup Employers, showcasing a commitment to employee satisfaction.
Diverse Opportunities
Engage with a wide range of industries, from healthcare to technology, while supporting over 500,000 businesses with tailored savings solutions.
MARKET AND TRACTION
KEY METRICS
✦ KEY METRICGROWTH TACTICS
TOTAL ADDRESSABLE MARKET
NOTABLE CUSTOMERS
COMPETITIVE ADVANTAGE
PRODUCT AND TECH
Workplace Savings Solutions
Vestwell offers a comprehensive suite of workplace savings solutions, including retirement plans like 401(k) and 403(b), education savings plans, and specialty accounts for emergency savings, making it easier for individuals and organizations to save for important milestones.
Cloud-Native Platform
The company operates a cloud-native platform that modernizes and streamlines the administration of workplace savings programs, ensuring seamless integration with payroll and HR systems for efficient management.
Partnership Ecosystem
Vestwell partners with employers, financial institutions, and government agencies to deliver its savings solutions, enhancing accessibility and inclusivity in financial planning for a diverse range of users.
Specialty Accounts
Vestwell provides specialty accounts such as ABLE accounts for individuals with disabilities and emergency savings accounts, addressing specific financial needs and promoting financial security for all.
Education Savings Programs
The company offers education savings options, including 529 plans and student loan repayment programs, helping families save for education-related expenses and reduce financial burdens.