Vestwell
vestwell.com
Actively hiring
Wealth Management & Financial Advisors
Financial Software & Embedded Finance
As featured in
View 2 jobs
Claim pageClaim
Follow
Overview
News
Technologies
Salaries
Products
People
Growth
Offices
Jobs
Financials
Funding and backers
Total raised
$694M
7 rounds on record
Latest round
$385M
Venture round · Feb 2026 · 7 mo ago
Team
51-200
employees, estimated range
Hiring now
24
+7 posted in 30 days
Backers
3
Commerce Ventures, Lightspeed Venture Partners
The money's age
Fresh money
7 months since the last round · and hiring
Momentum
57/100
hiring for its size, a new city, in the news, fresh money
Last sign of life
this month
a posting or a news item
The story so fareach stage dated by its source: the company's releases, the press, registers, filings
Sep 11
First executive search Director, Relationship Management
Feb 27
Raised a round Venture round $385M · AlleyWatch
May 20, 2025
Partnership WAYNE-SANDERSON FARMS AND VESTWELL COLLABORATE TO CREATE RETIREMENT SAVINGS PROGRAM FOR FARMERS · AP News
Sep 20, 2024
Released an app Vestwell · App Store
Dec 20, 2023
Raised a round Venture round $176.1M · SEC Form D
Jun 17, 2021
Raised a round Venture round $59.6M · SEC Form D
Apr 3, 2019
Raised a round Series B $30M · YahooFinance
Sep 27, 2017
Raised a round Venture round $8.1M · SEC Form D
Apr 4, 2017
Raised a round Venture round $31M · SEC Form D
Sep 9, 2016
Raised a round Venture round $4.4M · SEC Form D
2016
Founded
Tractionpublic signals, read monthly
Web presence
top 0.08%
of 133.2M domains by links, Common Crawl
App Store
4.2 ★
142 ratings
Funding rounds
| Round | Date | Amount | Investors | Source |
|---|---|---|---|---|
| Venture round | Feb 2026 | $385M | — | AlleyWatch |
| Venture round | Dec 2023 | $176.1M | — | SEC Form D |
| Venture round | Jun 2021 | $59.6M | — | SEC Form D |
| Series B | Apr 2019 | $30M | — | YahooFinance |
| Venture round | Sep 2017 | $8.1M | — | SEC Form D |
| Venture round | Apr 2017 | $31M | — | SEC Form D |
| Venture round | Sep 2016 | $4.4M | — | SEC Form D |
Registers and programsofficial lists and records that name the company
| Legal entity | Vestwell Holdings Inc. | SEC Form D |
Founders and leadersfrom filings, registers and the company's site
Joshua KeayExecutive OfficerSEC Form D
Aaron SchummExecutive Officer, DirectorSEC Form D
Mark ShilshtutExecutive OfficerSEC Form D
Antonio GonzalezExecutive OfficerSEC Form D
Joseph PampelExecutive OfficerSEC Form D
David SheenExecutive OfficerSEC Form D
Backed byfrom the funds' portfolios and accelerator catalogs
Commerce Ventures 
Lightspeed Venture Partners 
Point72 Ventures - Venture Capital Firm Investors in similar startupsfunds that back the companies most like this one
Similar startupsby what they do, their industry and backers
Farther is a New York wealth technology company founded in 2019 that equips financial advisers with modern software. Its platform automates…
Savvy Wealth is a digital wealth management company headquartered in New York City and founded in 2021. The company operates a registered…
Extend is a New York financial technology company founded in 2017 that adds virtual card capability to existing commercial cards. Its…
Domain Money is a New York financial company founded in 2020 that provides flat-fee financial planning. Its advisers build plans for a…
Embedded tax and financial planning infrastructure for financial platforms, helping partners increase engagement, retention, and lifetime…
Casap is an award-winning dispute automation platform that streamlines compliance, reduces operational costs, and enhances consumer…
How Vestwell hires
Truth index
B 79/100
Median time to fill
32 days
Ghost roles
0%
Stale roles
86%
Reposted roles
0%
Vestwell scores B on the Alion truth index (A is best, E worst), measured over 7 open roles re-checked against its own hiring board: 0% look like ghost listings, 86% have gone stale and 0% are the same role posted again. Its roles close in a median of 32 days. It measures how much of what this employer publishes turns into a real, finite search - not the employer as a workplace. How the index is computed
Visa sponsorship
- United States · H-1B filings in 12 months: 4 · green card filings: 2
Overview
Vestwell is a New York financial technology company founded in 2016 that runs workplace retirement savings infrastructure. Its platform powers plans for small employers and several state-sponsored savings programmes. The company works through advisers, payroll providers and financial institutions.
News
Vestwell: Interview With Founder Aaron Schumm About Building Financial Savings Infrastructure
Vestwell is a fintech company focused on expanding access to financial wellness and savings programs, supporting more than 750,000 businesses and over 2.55 million active savers with nearly $56 billion in assets through partnerships with financial institu
Read more
Report
Vestwell Raises $385M to Power Modern Savings Infrastructure Across America
While 42% of American workers have zero access to workplace retirement plans, one NYC fintech has quietly become the infrastructure layer powering state-mandated savings programs nationwide. Vestwell just raised $385M at double its previous valuation-now
Read more
Report
Vestwell Accrue 401k acquisition expands platform
Vestwell Accrue 401k acquisition moves 30,000 plans to Vestwell with seamless payroll integrations by 2026.
Read more
Report
Fintech bytes: Vestwell comes through for underserved savers with multilingual support
MyVest and Vestmark have also unveiled strategic partnerships aimed at helping advisors and RIAs bring personalization to more clients.
Read more
Report
WAYNE-SANDERSON FARMS AND VESTWELL COLLABORATE TO CREATE RETIREMENT SAVINGS PROGRAM FOR FARMERS
OAKWOOD, Ga., May 20, 2025 /PRNewswire/ -- Wayne-Sanderson Farms today announced its partnership with Vestwell to launch a new retirement savings program designed specifically for the Company's over 2,000 farm partners.
Read more
Report
Savvy Wealth Partners with Vestwell to Simplify 401(k) Management for Clients' Employee Plans
Read more
Report
John Hancock Retirement Announces Partnership with Vestwell, Launching FutureStep to Expand Plan Offering
/PRNewswire/ - John Hancock Retirement, a company of Manulife Wealth & Asset Management, is pleased to announce FutureStep, a new open-architecture retirement...
Read more
Report
Aaron Schumm unveils expanded Vestwell vision -- and M&A plan -- and hires Danya Dumbrill to detail it as a 'strategy' to 'lead the savings industry' -- a leap from the 'grueling affair' of recordkeeping micro 401(k) plans
The Vestwell CEO hired the ex-Goldman Sachs executive as 'chief strategy officer' but with a budget and mandate to start buying up and stitching together 'savings' companies.
Read more
Report
Vestwell To Manage First Multi-State Retirement Program
The company will administer an auto-IRA program for both Colorado and Maine. The intent is for up to 40% of private-sector employees in Maine to be able to access retirement features.
Read more
Report
JPMorgan chooses Vestwell's tech for small-business 401(k) services
The fintech already has a number of large bank partnerships, including Morgan Stanley at Work and Wells Fargo.
Read more
Report
Show more news
Tech stack
Technologies named in job postings at Vestwell over the last 12 months, by layer, with the share of postings for each.
Technologies in use
36
Postings analysed
12
Stack modernity
95/100AI adopter
Languages
Node JS17%
Python17%
SQL17%
TypeScript17%
Frameworks & libraries
Jest8%
LangChain8%
LangGraph8%
MSW8%
Databases
PostgreSQL8%
Cloud & platforms
GitHub25%
AWS17%
Tableau17%
Crowdstrike8%
AI & ML
Claude33%
LLM8%
ChatGPT8%
Sign in to see how your skills match this stack
Sign In
Full Vestwell tech stack
36 technologies · by team · pay by technology · changes · similar stacks
Salary insights
Compensation ranges based on this company's open jobs
Median
$80k
Typical range
$55k – $205k
Open positions
23
18
Jobs
Junior
5.6%
Middle
5.6%
Senior
61.1%
Staff
5.6%
Architect
22.2%
| Level | Jobs | Median | Typical range |
|---|---|---|---|
| Junior | 1 | $70k | $70k |
| Middle | 1 | $90k | $90k |
| Senior | 11 | $80k | $60k – $165k |
| Staff | 1 | $205k | $205k |
| Architect | 4 | $160k | $80k – $180k |
Highest paying role
Manager, Software Engineer (AI)
$205k
Normalized to USD per year
All salaries at Vestwell
By role, level and city, against the market · 23 jobs with pay
People
Joshua Keay
Executive Officer
Aaron Schumm
Executive Officer, Director
Mark Shilshtut
Executive Officer
Antonio Gonzalez
Executive Officer
Joseph Pampel
Executive Officer
David Sheen
Executive Officer
Allison Brecher
Executive Officer
Brooks Gibbons
Director
Aaron Miodownik
Director
Brooks Gibbins
Director
Aron Miodownik
Director
Benjamin Malka
Director
Names and roles come from public filings, company registers and the company's own site. Is this you? Correct or remove · How we handle this data
Growth
Hiring Momentum
77/100
Scaling fast
Open positions
24
8 opened / 13 closed in 30 days
Median time-to-fill
35 days
faster than 37% of the market
ATS activity
Every ~4 hours
Today
Hiring Dynamics
+100%
Hiring Focus
The percentage next to each role is its share of the company's job openings over the last 90 days; the arrow shows the shift versus the previous period.
Finance
47% ▲
HR
10% ▲
Marketing
7% ▲
Sales
7% ▲
Backend
3% ▼
Security
3% ▲
Actively hiring for Finance (+5 in 30 days)
Activity Timeline
New location: Scottsdale
Oct 2026
Added Wrike to stack
Oct 2026
Added OpenAI to stack
Oct 2026
Added Monday.com to stack
Oct 2026
Added ChatGPT to stack
Oct 2026
Added Anthropic to stack
Oct 2026
Added Google Drive to stack
Sep 2026
Added Gmail to stack
Sep 2026
Added Tableau to stack
Sep 2026
Added Mixpanel to stack
Sep 2026
Added Looker to stack
Sep 2026
Added Amplitude to stack
Sep 2026
Offices
Where the company hires and what each office is for
Cities
4
Hiring now
4
Countries
1
Busiest office
New York
Loading the map
Headquarters
Builds here
Office with open vacancies
Tap a pin for the office
New York
United States
HQ
New York
18 open roles 21 posted in 90 days 6% engineering 10-50 est. staff $112k Avg Salary
hires for Finance, Product, Analytics
Austin
United States
Corporate office
Austin
16 open roles 14 posted in 90 days 6% engineering 10-50 est. staff $86k Avg Salary
hires for Finance, Sales, Administrative
King of Prussia
United States
Corporate office
King of Prussia
12 open roles 11 posted in 90 days 8% engineering 10-50 est. staff $82k Avg Salary
hires for Finance, Administrative, Analytics
Scottsdale
United States
Corporate office
Scottsdale
12 open roles 10 posted in 90 days 8% engineering 10-50 est. staff $81k Avg Salary
hires for Finance, Administrative, Analytics
Jobs
$105k – $140k per year • Hybrid • 5+ years exp • Bachelor's Degree • New York • Austin • Scottsdale • King of Prussia
SQL
Tableau
Looker
Apply
$150k – $165k per year • Hybrid • 3+ years exp • New York
SQL
Rest API
Management
Agile
Apply
Financials
Total raised
$694M
Latest round
Venture - Series Unknown
Funding rounds
7
Funding rounds
| Round | Announced | Amount | |
|---|---|---|---|
| Venture - Series Unknown | 2026 | $385M | Details |
| Venture - Series Unknown | 2023 | $176.1M | Details |
| Venture - Series Unknown | 2021 | $59.6M | Details |
| Series B | 2019 | $30M | Details |
| Venture - Series Unknown | 2017 | $8.1M | Details |
| Venture - Series Unknown | 2017 | $31M | Details |
| Venture - Series Unknown | 2016 | $4.4M | Details |