Vestwell Stock
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Founded: 2016Funding to Date: $239M
Visit websiteVestwell is a financial technology company that provides retirement planning and investment solutions for employers, advisors, and employees. Their platform offers automated retirement planning tools, investment options, and administrative services to streamline the process for businesses offering retirement benefits. With a focus on simplicity and efficiency, Vestwell aims to empower employers to efficiently manage retirement plans while providing employees with access to personalized investment options.
Investors Include:
Morgan Stanley, Collective Liquidity, Soapstone Capital, Blue Owl Capital, Fin Capital, Franklin Venture Partners, Primary Venture Partners, Duke Capital Partners (Durham), BNY Mellon, Nationwide Ventures, Northwestern Mutual Future Ventures, Goldman Sachs Growth Equity, Commerce Ventures, Teamworthy Group, Allianz Life Ventures, Manulife, Intuit, Point72 Ventures, Northwestern Mutual, Industry Ventures, TriplePoint Private Venture Credit BDC, Wells Fargo Strategic Capital, Franklin Templeton, Greenspring Associates, Eight Roads.
Management Team
Aaron SchummFounder, Chief Executive Officer and Board Member
Douglas MagnoliaChief Customer Officer & President, Vestwell State Savings
Dave SheenChief Financial Officer
Jonathan FerraraChief Operating Officer & Head of Custody Platform Solutions
Jon MarkChief Operating Officer
Danya EarlyChief Strategy Officer
Rob MolchonChief Technology Officer
Pamela RockleyChief Compliance Officer
Joe PampelVice President, Operations & Chief Information Security Officer
Ryan AndersonChief Product Officer
Allison BrecherChief Privacy Officer & General Counsel
Joshua BrownAdvisor
Board Members
John RettigBoard Member
Justin OverdorrfBoard Member
Logan AllinBoard Member
Lori HardwickBoard Member
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Vestwell in the News
Source: Intelligence 360Vestwell has filed a notice of an exempt offering of securities to raise $176,052,333.00 in New Equity Investment.
According to filings with the U.S. Securities and Exchange Commission, Vestwell is raising up to $176,052,333.00 in new funding. Sources indicate that as part of senior management Chief Executive Officer, Aaron Schumm played a key... Read More Rea...
Source: Wealth ManagementAre Fintech Record Keepers Viable?
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