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New York Savings Infrastructure Platform Vestwell Raises $385M to Expand AI-Native Capabilities
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 including Neuberger Berman, Morgan Stanley, Franklin Templeton, and TIAA Ventures
Feb 18, 2026
Vestwell
Vestwell Completes Accrue 401k Acquisition, Expanding Platform Capabilities
Vestwell 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, Paylocity, Deel, Square, OnPay & BambooHR remain operational. Nearly 30,00
Feb 3, 2026
Vestwell
Vestwell to Acquire Accrue 401k, Becoming the Platform for Nearly 30,000 Guideline Plans
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
Dec 9, 2025
Vestwell
Vestwell's Series D Success: Paving the Future of Fintech with $125 Million
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
Dec 22, 2023
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