Vestwell
Vestwell offers a platform helping investment advisors evolve their businesses to suit the changing landscape of retirement investing. It enables registered investment advisors to align with the latest rules and regulations and scale their business to provide
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About
Vestwell offers a platform helping investment advisors evolve their businesses to suit the changing landscape of retirement investing. It enables registered investment advisors to align with the latest rules and regulations and scale their business to provide 401(k) planning to companies and their employees. Vestwell was formerly known as Hello401 Holdings. The company was founded in 2016 and is based in New York.
Products
Vestwell Digital Retirement Platform, 401(k) & 403(b) Administration, State-Mandated IRA Programs, HSA Administration, ABLE Accounts, White-Label Retirement Platform, Payroll Integration, Investment Management, Compliance & Filing, Advisor Tools, Participant Portal, API & Custom Solutions
Leadership
founders · executives- Aaron SchummFounder
Acquisitions
2 deals tracked- Feb 3, 2026
- Dec 9, 2025
Recent moves
funding · M&A · launches- Jun 11, 2026
- Feb 18, 2026
- Feb 3, 2026
- Dec 9, 2025
- Dec 22, 2023
Vestwell in the news
All news →Vestwell has raised $385 million in Series E funding, doubling its valuation since its 2023 Series D. The round was led by Blue Owl Capital and Sixth Street Growth, with participation from major institutional investors…
Feb 3, 2026Vestwell Completes Accrue 401k Acquisition, Expanding Platform CapabilitiesVestwell completed its acquisition of Accrue 401k. Starting Jan 30, 2026, nearly 30,000 plans and ~350,000 savers will transition to its payroll-integrated savings platform. Plans connected to QuickBooks, Rippling,…
Dec 9, 2025Vestwell to Acquire Accrue 401k, Becoming the Platform for Nearly 30,000 Guideline PlansVestwell announced an agreement to acquire Accrue 401k, the entity formed to support the nearly 30,000 Guideline retirement plans excluded from Gusto’s acquisition of Guideline. Once finalized, approximately 350,000…
Dec 22, 2023Vestwell's Series D Success: Paving the Future of Fintech with $125 MillionVestwell, a trailblazer in the savings platform sector, has successfully raised $125 million in its Series D funding round. This significant investment, led by Lightspeed Venture Partners and supported by other key…
Jun 11, 2026Paylocity Launches Paylocity Retirement, Integrating 401(k) Administration into Payroll and HRPaylocity (NASDAQ: PCTY) has launched Paylocity Retirement, embedding Vestwell's retirement technology directly into its HCM platform. Employers can manage payroll, HR, and retirement plans in one system, while employees…
Events
All events →DHRMap Signals Beta
View the report →Independent vendor-stability signals for Vestwell — fundamentals or funding runway, hiring and coverage momentum, market presence and leadership changes — built only from primary sources and versioned rules.
Open roles
All 25 roles →25 roles listed on Vestwell's careers page as of 2026-10-23, 1 in AI / ML. Most hiring in Sales (7), Customer success & support (5), Operations (4).
Austin, TX | Scottsdale, AZ
Open role2027 Summer Internship ProgramNew York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ
Open roleCoordinator, Saver ServicesAustin, TX | King of Prussia, PA | Phoenix, AZ
Open roleSenior Associate, Relationship Management (Auto-IRA)New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ
Open roleDirector, Relationship Management - ABLENew York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ
Open roleCompliance Director, Trust Company and Custody OperationsNew York, NY
Vestwell — frequently asked questions
What does Vestwell do?
Vestwell offers a platform helping investment advisors evolve their businesses to suit the changing landscape of retirement investing. It enables registered investment advisors to align with the latest rules and regulations and scale their business to provide
Where is Vestwell headquartered?
Vestwell is headquartered in New York, United States.
When was Vestwell founded?
Vestwell was founded in 2016.
Who founded Vestwell?
Vestwell was founded by Aaron Schumm.
How much funding has Vestwell raised?
Vestwell has raised $114M (5) to date, per DHRMap records.
What kind of HR technology is Vestwell?
Vestwell is categorized under 401K on DHRMap.
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About this listing. DHRMap is an independent directory: profiles are compiled from public sources and the company's own website at the time of listing. Companies, products, ownership and pricing change quickly, so we cannot guarantee that this profile is complete, accurate or current — please confirm details with Vestwell before relying on them. A listing is not an endorsement.
