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 PartnersOwl Rock CapitalFinTech CollectiveFin Venture CapitalSeries C
$70,000,000
Series C Investors
Fin Venture CapitalWells Fargo Strategic CapitalIndustry VenturesF-PrimePrimary Venture PartnersNationwide VenturesManulife FinancialFinTech CollectiveCommerce VenturesPoint72Morgan StanleyGreenspring AssociatesTeamworthy GroupNorthwestern Mutual Life InsuranceAllianz Life VenturesGoldman SachsSeries B
$30,000,000
Series B Investors
GS GrowthAllianz Life VenturesFranklin Resources, Inc.Commerce VenturesBank of New York MellonFinTech CollectivePrimary Venture PartnersF-PrimePoint72 VenturesSeries A
$8,000,000
Series A Investors
F-PrimePrimary Venture PartnersFinTech CollectiveCommerce VenturesSeed
$4,500,000
Seed Investors
FinTech CollectiveF-PrimeCommerce VenturesPrimary Venture PartnersEight Roads VenturesDuke Angel Network
Funding info provided by Diffbot.