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.
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
|