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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Can you invest in Vestwell pre-IPO?

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?

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Is Vestwell a publicly traded company?

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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.

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 $1B 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 $1B 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 $1B 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 $1B 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 $365.62MM 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 $365.62MM 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 $365.62MM 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 $365.62MM 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 $148.87MM 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 $148.87MM 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 $148.87MM 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 $148.87MM 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 $38.3MM 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 $38.3MM 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 $15.61MM 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 $15.61MM 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
Updated on: Dec 13, 2024

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