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.

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What is Vestwell's IPO price?

The IPO price for Vestwell will be known only if it becomes public. However, you may access the "Price At Last Round" and the "Implied EV" for publicly traded comparable companies with Forge Data.
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Can you invest in Vestwell?

Vestwell is a privately held company and is not publicly traded on NYSE or NASDAQ in the U.S. To buy pre-IPO shares of a private company, you need to be an accredited investor. Learn more about how to invest in the private market or register today to get started.

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Can you sell Vestwell shares pre-IPO?

If you own Vestwell pre-IPO shares and are considering selling, you can find what your shares could be worth on Forge’s secondary marketplace.

Our Private Market Specialists are available to answer any questions you might have and can help connect you with a buyer from our network of 125,000 accredited investors and institutions. You can also learn more about how to sell your private shares before getting started.

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Is Vestwell a publicly traded company?

Vestwell is a private company and not publicly traded.

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.

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What is Vestwell's funding to date?

Vestwell has raised $290.01MM to date.
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When was Vestwell founded?

Vestwell was founded in 2016.

Vestwell Funding Rounds and Last Known Valuation

Date Funding Round Funding Raised Price per Share Last Known Valuation
12/20/2023 Series D, D-1, D-1NV and D-NV $176.05MM raised $XXX.XX $XXX.XX
7/20/2021 Series C, C-1, C-1NV and C-NV $70MM raised $XXX.XX $XXX.XX
4/1/2019 Series B, B-1, B-1NV and B-NV $31.27MM raised $XXX.XX $XXX.XX
10/2/2017 Series A and A-NV $8MM raised $XXX.XX $XXX.XX
9/20/2016 Series Seed and Seed-NV $4.68MM raised $XXX.XX $XXX.XX
Based on primary financings
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Updated on: Nov 15, 2023


Public news articles listed on this page have been curated by Forge based on several factors including, but not limited to, product updates, changes in organization structure, funding rounds, third-party valuations, and key personnel changes. Changes to this list of articles can be made at any time without notice and should not be relied upon for investment purposes. Forge does not verify the accuracy of the information contained in public news articles.