Vestwell 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 savers across small and mid-sized businesses will transition to Vestwell’s payro

Gusto has announced an agreement to acquire Guideline, a leading retirement benefits platform serving over one million people and 65,000 small businesses. The deal, pending final approvals, aims to create a unified solution for payroll, HR, benefits, and retirement. With regulatory momentum—25+ st

Capitalize, a platform that facilitates the digital transfer and management of retirement assets, announced the closure of a $19 million Series B funding round led by RRE Ventures. This investment will accelerate the adoption of their technology, which has already seen a sixfold increase in rollover

Vestwell, 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 investors, marks a major milestone for the company. Vestwell aims to revolutionize fi