Invest and Sell Vestwell Stock

Vestwell stock price

Forge Price ¹

Price not yet available

Last Closed Trade ²

Close Date

xx/xx/xx

Last Closed Trade Price

$xx.xx

Last Funding Round (LFR)

Date

xx/xx/xx

Price per Share

$xx.xx

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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	$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-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-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-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
	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
	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-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-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
	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
	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-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-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
	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
	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
	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
	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

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Vestwell stock FAQs

To buy and sell Vestwell stock

Can you buy Vestwell stock?

As Vestwell is not publicly traded, purchasing its stock is not available to everyone. To buy the stock of a private companies like Vestwell, you must be an accredited investor. If you meet the accreditation criteria, you can register for Forge’s Secondary Marketplace to buy private market stock. If you are not accredited, find out how to begin the process and qualify for new investment opportunities.

How to buy Vestwell stock?

To invest in a private company like Vestwell through Forge, you must first qualify as an accredited investor. (Learn more about the accreditation process.)

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Can you sell Vestwell stock?

Yes, you may sell the Vestwell stock you currently own. Forge can help you facilitate the sale of your stock in a manner that aligns with your needs and the company’s interests. If you are looking for liquidity, register with us today to begin the process. A dedicated Forge Private Market Specialist will be available to address any questions you may have along the way.

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To learn more about Vestwell stock

Is Vestwell a public company?

No, Vestwell is a privately held company and is currently not publicly traded on any stock markets including NYSE or NASDAQ.

What is Vestwell’s stock price?

Vestwell is a privately held company and therefore does not have a public stock price. However, you may access Vestwell private market stock price with Forge Data.

What is Vestwell’s stock ticker symbol?

Vestwell does not have an official ticker symbol because this company is not currently publicly traded.

Can institutional investors buy and sell private market stocks?

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Leadership and board

Leadership

Aaron Schumm

Founder & Chief Executive Officer

Pamela Rockley

Chief Compliance Officer

Dave Sheen

Senior Vice President of Finance

Drew Lawton

Advisory Board Member

Joe Pampel

Vice President, Operations & Chief Information Security Officer

Allison Brecher

Chief Privacy Officer & General Counsel

Jonathan Ferrara

Senior Vice President, Operations & Platform

John Skovron

Chief Technology Officer

Benjamin Thomason JD

Executive Vice President of Revenue

Joshua Brown

Advisory Board Member

Board

Bradley Svrluga

Primary Venture Partners

Lori Hardwick

Brooks Gibbins

FinTech Collective

David Jegen JD

Peter Casella

Point72 Ventures

Aron Miodownik

John Moody

Rana Yared

Goldman Sachs Principal Strategic Investments

Vestwell news and media highlights

InvestmentNews 07/02/2019

Vestwell adds two female fintech leaders to its board - InvestmentNews

Riskalyze chairman Lori Hardwick, Goldman exec Rana Yared joining the retirement fintech's board of directors.

WealthManagement.com 04/02/2019

Led by Goldman Sachs, Vestwell Raises $30 Million

Citing enthusiasm in the industry, Vestwell’s funding came a year earlier than planned, according to the company’s founder.

Other companies like Vestwell in the Other Fintech sector

Sector: Fintech

Subsector: Other Fintech

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	Zepz	--	--	$xx.xx	Series E	--	--	--
	Zero Hash	--	--	$xx.xx	Series D	$336.33MM	$xx.xx	$107.06MM

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Updated on: Feb 13, 2025

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Vestwell stock