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Trading / Browse Private Companies / Vestwell Stock

Vestwell Stock

vestwell.comFinTech / Other FintechFounded: 2016Funding to Date: $42.5MM

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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Team

Management Team

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 Members

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

Frequently Asked Questions About Vestwell’s Stock

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Can you buy Vestwell stock?
Vestwell is not publicly traded on NYSE or NASDAQ in the U.S. To buy Vestwell stock 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 stock?
Yes, you can sell stock of a private company like Vestwell. Forge can help you sell your Vestwell stock in a way that works for you and the company. So if you are seeking liquidity, register with us today to get started.
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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’s private market stock price with Forge Data.
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What is Vestwell’s stock ticker symbol?
Vestwell does not have an official ticker symbol because this company is not currently publicly traded.
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Can institutional investors buy and sell private market stocks?
Yes. As one of the largest trading platform for the private market, Forge helps institutional investors seek liquidity as they buy and sell private stock for their portfolios or their clients. Our private market specialists have decades of experience working with institutional firms. Learn more or register today to get started.

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News Highlights

Investment News 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.
Wealth Management 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.

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Updated on: Nov 30, 2023

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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.