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Vestwell Funding & Investors

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.com

Total Amount Raised: $237,500,000

Vestwell Funding Rounds

  • Series D

    $125,000,000

    Series D Investors

    Lightspeed Venture Partners
    Primary Venture Partners
    HarbourVest Partners
    Owl Rock Capital
    FinTech Collective
    Fin Venture Capital
  • Series C

    $70,000,000

    Series C Investors

    Fin Venture Capital
    Wells Fargo Strategic Capital
    Industry Ventures
    F-Prime
    Primary Venture Partners
    Nationwide Ventures
    Manulife Financial
    FinTech Collective
    Commerce Ventures
    Point72
    Morgan Stanley
    Greenspring Associates
    Teamworthy Group
    Northwestern Mutual Life Insurance
    Allianz Life Ventures
    Goldman Sachs
  • Series B

    $30,000,000

    Series B Investors

    GS Growth
    Allianz Life Ventures
    Franklin Resources, Inc.
    Commerce Ventures
    Bank of New York Mellon
    FinTech Collective
    Primary Venture Partners
    F-Prime
    Point72 Ventures
  • Series A

    $8,000,000

    Series A Investors

    F-Prime
    Primary Venture Partners
    FinTech Collective
    Commerce Ventures
  • Seed

    $4,500,000

    Seed Investors

    FinTech Collective
    F-Prime
    Commerce Ventures
    Primary Venture Partners
    Eight Roads Ventures
    Duke Angel Network
Funding info provided by Diffbot.