Vestwell is the developer of a turnkey solution for financial advisers, providing them with the ability to offer clients a retirement plan without taking on the risk and costs typically associated with creating one.
Vestwell is a privately held company and is not publicly traded, therefore investing in Vestwell pre-IPO is only available to accredited investors. If you meet the accreditation criteria, you can learn more about Forge’s Secondary Marketplace and how to invest in private companies before their potential IPO. If you are not accredited, find out how to begin the process and qualify for new investment opportunities.
Can you sell shares of Vestwell before it goes public?
You can seek to sell your shares in Vestwell while it remains private. If you are considering selling, you can register today for free to get started. Once registered, a Private Market Specialist will guide you through any questions you might have. You may also continue to browse through our resources to help you understand the implications and procedures involved in selling your private market shares.
What is the pre-IPO value of my Vestwell shares?
To determine the value of your Vestwell shares, create a free account to gain access to Forge’s platform. In addition to the Forge Price, Forge Markets contains pricing information for hundreds of pre-IPO companies such as Last Closed Trade Price. A Private Market Specialist will also be available to assist you with any inquiries related to your Vestwell shares. You can also learn more about how to sell your private shares before getting started.
Is Vestwell a publicly traded company?
If you are interested in buying or selling private company shares, you can register with Forge today for free to explore your options. Registering gives you access to one of our Private Market Specialists who can guide you through the process of buying or selling. Learn more about how Forge might help you buy pre-IPO shares or sell pre-IPO shares.
To learn more about Vestwell potential IPO
Will Vestwell go IPO?
Vestwell has not yet filed for an IPO. However, it’s important to note that IPOs are not the sole avenue for a private company to transition to public trading. Private companies can also go public through alternative methods such as but limited to Special Purpose Acquisition Companies (SPACs), direct listings, or mergers and acquisitions. Find out which companies are eyeing an IPO on our Tech IPO Calendar 2024.
What is Vestwell’s IPO price?
The Vestwell IPO price does not exist at this time, as Vestwell is still a private company and has not yet conducted an IPO. To explore secondary market data and access private market pricing details and data that may be related to Vestwell register for Forge Markets, today.
When was Vestwell founded?
Vestwell was founded in 2016.
What is Vestwell funding to date?
Vestwell has raised $290.01MM to date.
Who are Vestwell’s major investors?
Vestwell Funding Rounds and Valuation
Funding History Chart
Funding Round Details
Funding Date
Share Class
Amount Raised
Price per Share
Post-Money Valuation
Key Investors
12/20/2023
Series D-1NV
$24.53MM
$xx.xx
$100B
Blue Owl, Fin Capital, Fintech Collective, Harbourvest, Lightspeed Venture Partners, Primary Venture Partners
Price per Share
$xx.xx
Shares Outstanding
2,084,159
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
5.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Blue Owl, Fin Capital, Fintech Collective, Harbourvest, Lightspeed Venture Partners, Primary Venture Partners
12/20/2023
Series D-1
$24.53MM
$xx.xx
$100B
Blue Owl, Fin Capital, Fintech Collective, Harbourvest, Lightspeed Venture Partners, Primary Venture Partners
Price per Share
$xx.xx
Shares Outstanding
2,084,159
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
5.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Blue Owl, Fin Capital, Fintech Collective, Harbourvest, Lightspeed Venture Partners, Primary Venture Partners
12/20/2023
Series D-NV
$63.5MM
$xx.xx
$100B
Blue Owl, Fin Capital, Fintech Collective, Harbourvest, Lightspeed Venture Partners, Primary Venture Partners
Price per Share
$xx.xx
Shares Outstanding
3,221,045
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
5.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Blue Owl, Fin Capital, Fintech Collective, Harbourvest, Lightspeed Venture Partners, Primary Venture Partners
12/20/2023
Series D
$63.5MM
$xx.xx
$100B
Blue Owl, Fin Capital, Fintech Collective, Harbourvest, Lightspeed Venture Partners, Primary Venture Partners
Price per Share
$xx.xx
Shares Outstanding
3,221,045
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
5.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Blue Owl, Fin Capital, Fintech Collective, Harbourvest, Lightspeed Venture Partners, Primary Venture Partners
07/20/2021
Series C-1NV
$2.7MM
$xx.xx
$36.56B
Allianz Life Ventures, Commerce Ventures, Fintech Collective, Fin Venture Capital, F-Prime Capital, Goldman Sachs, Greenspring Associates, Industry Ventures, Manulife, Morgan Stanley, Nationwide Ventures, Northwestern Mutual, Point72, Primary Venture Partners, Teamworthy Ventures, Wells Fargo Strategic Capital
Price per Share
$xx.xx
Shares Outstanding
524,887
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
5.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Allianz Life Ventures, Commerce Ventures, Fintech Collective, Fin Venture Capital, F-Prime Capital, Goldman Sachs, Greenspring Associates, Industry Ventures, Manulife, Morgan Stanley, Nationwide Ventures, Northwestern Mutual, Point72, Primary Venture Partners, Teamworthy Ventures, Wells Fargo Strategic Capital
07/20/2021
Series C-1
$2.7MM
$xx.xx
$36.56B
Allianz Life Ventures, Commerce Ventures, Fintech Collective, Fin Venture Capital, F-Prime Capital, Goldman Sachs, Greenspring Associates, Industry Ventures, Manulife, Morgan Stanley, Nationwide Ventures, Northwestern Mutual, Point72, Primary Venture Partners, Teamworthy Ventures, Wells Fargo Strategic Capital
Price per Share
$xx.xx
Shares Outstanding
524,887
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
5.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Allianz Life Ventures, Commerce Ventures, Fintech Collective, Fin Venture Capital, F-Prime Capital, Goldman Sachs, Greenspring Associates, Industry Ventures, Manulife, Morgan Stanley, Nationwide Ventures, Northwestern Mutual, Point72, Primary Venture Partners, Teamworthy Ventures, Wells Fargo Strategic Capital
07/20/2021
Series C-NV
$32.3MM
$xx.xx
$36.56B
Allianz Life Ventures, Commerce Ventures, Fintech Collective, Fin Venture Capital, F-Prime Capital, Goldman Sachs, Greenspring Associates, Industry Ventures, Manulife, Morgan Stanley, Nationwide Ventures, Northwestern Mutual, Point72, Primary Venture Partners, Teamworthy Ventures, Wells Fargo Strategic Capital
Price per Share
$xx.xx
Shares Outstanding
3,487,928
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
5.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Allianz Life Ventures, Commerce Ventures, Fintech Collective, Fin Venture Capital, F-Prime Capital, Goldman Sachs, Greenspring Associates, Industry Ventures, Manulife, Morgan Stanley, Nationwide Ventures, Northwestern Mutual, Point72, Primary Venture Partners, Teamworthy Ventures, Wells Fargo Strategic Capital
07/20/2021
Series C
$32.3MM
$xx.xx
$36.56B
Allianz Life Ventures, Commerce Ventures, Fintech Collective, Fin Venture Capital, F-Prime Capital, Goldman Sachs, Greenspring Associates, Industry Ventures, Manulife, Morgan Stanley, Nationwide Ventures, Northwestern Mutual, Point72, Primary Venture Partners, Teamworthy Ventures, Wells Fargo Strategic Capital
Price per Share
$xx.xx
Shares Outstanding
3,487,928
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
5.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Allianz Life Ventures, Commerce Ventures, Fintech Collective, Fin Venture Capital, F-Prime Capital, Goldman Sachs, Greenspring Associates, Industry Ventures, Manulife, Morgan Stanley, Nationwide Ventures, Northwestern Mutual, Point72, Primary Venture Partners, Teamworthy Ventures, Wells Fargo Strategic Capital
04/01/2019
Series B-1NV
$1.95MM
$xx.xx
$14.89B
Allianz Life Ventures, Bny Mellon, Commerce Ventures, Fintech Collective, F-Prime Capital Partners, Franklin Templeton, Goldman Sachs, Nationwide, Point72 Ventures, Primary Venture Partners
Price per Share
$xx.xx
Shares Outstanding
534,049
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
5.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Allianz Life Ventures, Bny Mellon, Commerce Ventures, Fintech Collective, F-Prime Capital Partners, Franklin Templeton, Goldman Sachs, Nationwide, Point72 Ventures, Primary Venture Partners
04/01/2019
Series B-1
$1.95MM
$xx.xx
$14.89B
Allianz Life Ventures, Bny Mellon, Commerce Ventures, Fintech Collective, F-Prime Capital Partners, Franklin Templeton, Goldman Sachs, Nationwide, Point72 Ventures, Primary Venture Partners
Price per Share
$xx.xx
Shares Outstanding
534,049
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
5.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Allianz Life Ventures, Bny Mellon, Commerce Ventures, Fintech Collective, F-Prime Capital Partners, Franklin Templeton, Goldman Sachs, Nationwide, Point72 Ventures, Primary Venture Partners
04/01/2019
Series B-NV
$13.69MM
$xx.xx
$14.89B
Allianz Life Ventures, Bny Mellon, Commerce Ventures, Fintech Collective, F-Prime Capital Partners, Franklin Templeton, Goldman Sachs, Nationwide, Point72 Ventures, Primary Venture Partners
Price per Share
$xx.xx
Shares Outstanding
2,881,191
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
5.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Allianz Life Ventures, Bny Mellon, Commerce Ventures, Fintech Collective, F-Prime Capital Partners, Franklin Templeton, Goldman Sachs, Nationwide, Point72 Ventures, Primary Venture Partners
04/01/2019
Series B
$13.69MM
$xx.xx
$14.89B
Allianz Life Ventures, Bny Mellon, Commerce Ventures, Fintech Collective, F-Prime Capital Partners, Franklin Templeton, Goldman Sachs, Nationwide, Point72 Ventures, Primary Venture Partners
Price per Share
$xx.xx
Shares Outstanding
2,881,191
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
5.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Allianz Life Ventures, Bny Mellon, Commerce Ventures, Fintech Collective, F-Prime Capital Partners, Franklin Templeton, Goldman Sachs, Nationwide, Point72 Ventures, Primary Venture Partners
10/02/2017
Series A-NV
$3MM
$xx.xx
$3.83B
Commerce Ventures, Fintech Collective, F-Prime Capital Partners, Primary Venture Partners
Price per Share
$xx.xx
Shares Outstanding
1,729,705
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
5.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Commerce Ventures, Fintech Collective, F-Prime Capital Partners, Primary Venture Partners
10/02/2017
Series A
$5MM
$xx.xx
$3.83B
Commerce Ventures, Fintech Collective, F-Prime Capital Partners, Primary Venture Partners
Price per Share
$xx.xx
Shares Outstanding
2,884,670
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
5.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Commerce Ventures, Fintech Collective, F-Prime Capital Partners, Primary Venture Partners
09/20/2016
Series Seed-NV
$599,999.73
$xx.xx
$1.56B
Commerce Ventures, Fintech Collective, F-Prime Capital Partners, Primary Venture Partners
Price per Share
$xx.xx
Shares Outstanding
540,589
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Commerce Ventures, Fintech Collective, F-Prime Capital Partners, Primary Venture Partners
09/20/2016
Series Seed
$4.08MM
$xx.xx
$1.56B
Commerce Ventures, Fintech Collective, F-Prime Capital Partners, Primary Venture Partners
Price per Share
$xx.xx
Shares Outstanding
3,678,362
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Commerce Ventures, Fintech Collective, F-Prime Capital Partners, Primary Venture Partners
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November Private Market Update
