Vestwell Information
Summary
Vestwell is a private company that has been in the industry for 10 years. The company currently specializes in the Financial Services, Fintech areas. The position of the Co-Founder & CEO is occupied by Aaron Schumm. Its headquarters is located at New York, New York, USA. The number of employees ranges from 100 to 250. The annual revenue of Vestwell varies between 5.0M and 25M. Total funding of the company - $114.7M. To connect with Vestwell employee register on SignalHire.
Organization Website | vestwell.com |
Social Links |    |
Phone Number | (917) 979-5358 |
Industries | |
Headquarters Location | 360 Madison Ave, New York, NY, 10017 US |
Employees Size | 200-500 employees |
Specialties | Financial Services, 401(k), 403(b), IRA rollovers, Retirement Planning, Financial Advisors, Defined Contribution Plan, Student Loan Repayment, Emergency Savings, Payroll Integrations, Savings Platform , Financial Workplace Benefits, Employment Benefits, 529 Education Savings, ABLE Disability Savings, Retirement Plan Recordkeeper, Government-Facilitated Savings Program, Pooled Retirement Plans, Auto-IRA, Solo(k) |
SIC Code | 7380 |
DMA Code | New York Metropolitan Area |
Founded | 2016 |
Estimated Annual Revenue | $5.0M - 25M |
Operating Status | Independent Company |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2012 | Privately Held | 25 - 100 | 5.5M | $44.9M | |
| 2002 | Privately Held | 250 - 500 | 32.5M | $20M | |
| 2005 | Privately Held | 25 - 100 | 6M | $350K | |
| 1999 | Privately Held | 25 - 100 | 56.3M | $20M |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Length of Employment
Employee tenure at Vestwell shows a diverse range of experience levels:
25% have been with the company for less than 1 year35% for 1–2 years20% for 3–4 years15% for 5–7 years5% for 8–10 yearsEx-employees positions
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