United States · Series E startup

Who invested in Vestwell

5 rounds we have observed, with the 19 investors named in them. Every figure came from a named source, and where the company reported a raise to the SEC itself, that is shown beside it.

Asset ManagementFinancial ServicesFintechHR Tech

Raised 8 months agoValuation: $1.0B, Mar 2026

Funding summaryUpdated 5 Nov 2026

$553Mraised across 5 rounds since 2016, from 8 sources

$125MSeries D$385MSeries E
Latest round
Series E, $385MMar 2026
Led by
Blue Owl Capital
Step-upi
3.1×
Investors
19 (2 led)
See who backed them

The funding story

Each circle is a round, placed by date and sized by amount. The line above is the running total.

20182020202220242026
$4.5MSeed$8.0MSeries A$30MSeries B$125MSeries D$385MSeries E
First round
Seed, $4.5M
Sept 2016
Biggest round
$385M
Series E · Mar 2026
Usual gap between rounds
2.3 years
the median of 4

The rounds

  1. Mar 2026
  2. Dec 2023
    Series D$125M2 new3 returning

    Source recordedSEC filing: $176M sold, first sale Dec 2023

  3. Apr 2019
  4. Oct 2017
    Series A$8.0M2 new1 returning

    Reported by FinSMEsSEC filing: $8.1M sold, first sale Sept 2017

  5. Sept 2016
    Seed$4.5M1 new

    Reported by FinSMEsSEC filing: $4.4M sold, first sale Sept 2016

Who was in which round

The busiest backers across the latest rounds. A filled square is a round they joined; a dark one, a round they led.

Everyone who backed them

Franklin TempletonPrivate equity3rounds
FinTech CollectiveVC firm3rounds
Blue OwlAsset manager2rounds
Point72Hedge fund2rounds
Commerceno record of our own yet2rounds
Goldman SachsPrivate equity1round, led 1
Blue Owl CapitalPrivate equity1round, led 1
F-Prime CapitalVC firm1round
HarbourVest PartnersFund of funds1round
Silver Lake PartnersPrivate equity1round
Nationwide VenturesCorporate VC1round
Sixth Street GrowthAsset manager1round
TIAA VenturesGrowth equity1round
BNY MellonCorporate VC1round
F-Prime Capital Partners/ Primaryno record of our own yet1round

Missing a round, or an investor who was in one? Tell us.

Also claim to have backed them

These 6 firms list Vestwell as a portfolio company on their own websites, but no report of a round names them. They are the firms' own claims, kept apart from the rounds above.

Commerce VenturesVC firmPer its own site
Sixth StreetPrivate equityPer its own site
Teamworthy VenturesVC firmPer its own site
Commerce VCVC firmPer its own site
Duke Capital PartnersVC firmPer its own site
Grey Ledge AdvisorsWealth managerPer its own site

Quick answers about Vestwell

Who invested in Vestwell?

Vestwell's investors include Franklin Templeton, FinTech Collective, Primary Venture Partners, Blue Owl and Point72, and 14 more on record. Blue Owl Capital led its latest round.

How much has Vestwell raised?

Vestwell has raised $553M across 5 rounds since 2016.

When did Vestwell last raise?

Vestwell's most recent round was a Series E of $385M in Mar 2026, led by Blue Owl Capital.

What was Vestwell's biggest round?

Its most recent round, $385M in Mar 2026, is also its largest on record.

Who backed Vestwell first?

Vestwell's first round on record, in Sept 2016, was backed by FinTech Collective.

What stage is Vestwell at?

Vestwell's latest named round is a Series E, in Mar 2026.

Where is Vestwell based?

Vestwell is based in the United States.

Who led Vestwell's rounds?

Goldman Sachs led the Series B in 2019; Blue Owl Capital led the Series E in 2026.

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