Vestwell
Vestwell is a financial technology company that provides workplace savings solutions, including retirement plans and specialized savings accounts. It powers savings for 2.55 million people across 750+ businesses and institutions.
The growth story
Vestwell grew from 242 to 595 employees between 2022 and 2026, raising $624M along the way, most recently a Series E in February 2026.
About
Vestwell offers a platform for workplace savings programs, including retirement plans, student loan repayment benefits, and accounts for education, emergencies, and disability savings. Its customers include financial advisors, employers, payroll providers, financial institutions, and government agencies.
The company has raised $624M in funding, including a Series E round in 2026. It employs 595 people, with sales being its largest function.
Founders and leadership
Sales is Vestwell's largest function, with 87 employees. The company has a median tenure of 2 years, indicating moderate employee retention.
The Vestwell org chart
Aaron Schumm (Founder, Chairman, & CEO) leads 60 mapped leaders with 7 direct reports. Click +N to expand a team; names link to the person’s public profile.
Departments, and which ones grew
Headcount by function: Business Development 93 (+41% YoY), Sales 85 (+31% YoY), Engineering 61 (+9% YoY), Operations 55 (+45% YoY), Finance 44 (+33% YoY), Customer Success and Support 42 (+83% YoY).
Talent flow
Vestwell hires heavily from financial services firms like Ascensus, Morgan Stanley, and BNY. Alumni often move to companies like Amazon, BNY, and Capital One.
Most common previous employers of Vestwell staff: Ascensus (14), Morgan Stanley (12), BNY (12), Integral Ad Science (10), Empower (10), Charles Schwab (8). Former Vestwell employees most often moved to Amazon (4), BNY (4), Capital One (4), Bloomberg (4), WealthPlus (3), Manulife John Hancock Investments and Retirement (3).
Alumni worth knowing
The Vestwell mafia
Vestwell alumni have founded 7 companies, including Aboon (36 staff) and Baton Health (11 staff).
7Amy Ouellette, was VP, Product until 2024Robert Coombs, was Head Of Operations until 2022Brandon Zisa, was VP, Client Success until 2023Yagmur Coker, was Tech Lead, State Auto-IRA until 2024Angel Hernandez, was GTM until 2026Cameron Siasi, was Senior Associate, Internal Sales until 2022
Stephen Jobe, was SVP, 529 Group Product Management until 2025Hiring now
Web traffic
Traffic mix: 68% direct, 12% search, 0% social, 1% paid.
What this company is made of
Most common skills at Vestwell: Microsoft Office (240), Customer Service (227), Leadership (219), Microsoft Excel (215), Communication (185), Project Management (144), Management (143), Teamwork (140).
Where the team actually sits
Vestwell people are concentrated in New York, United States (121), Texas, United States (53), New York City Metropolitan Area (46), United States (29).
Search footprint
Vestwell attracts about 13,010 organic search visits a month, traffic worth roughly $163K a month if bought through ads. It gained 2,800 ranking keywords and lost 2,225 in the last period.
What employees say
- Compensation
- 3.50 / 5
- Career opportunities
- 3.30 / 5
- Senior management
- 3.00 / 5
- Work-life balance
- 3.90 / 5
Frequently asked
Vestwell has 595 employees as of September 2026.
Vestwell has raised $624M in total, most recently a Series E round in February 2026.
Vestwell was founded in 2016 by Aaron Schumm.
Aaron Schumm (Founder, Chairman, & CEO) sits at the top of Vestwell's reporting structure, with 7 direct reports.
The most common previous employers of current Vestwell staff are Ascensus (14 people), Morgan Stanley (12 people), BNY (12 people).
Former Vestwell employees most often move to Amazon (4), BNY (4), Capital One (4).
At least 7 companies have a founder who previously worked at Vestwell, including Aboon, Baton Health, 732 Financial.
Vestwell attracts about 13,010 organic search visits a month, worth roughly $163K a month in equivalent ad spend.
The most common skills among Vestwell staff are Microsoft Office, Customer Service, Leadership, Microsoft Excel, Communication.
Vestwell staff are concentrated in New York, United States (121), Texas, United States (53), New York City Metropolitan Area (46).
Vestwell has about 93 people in Business Development, up 41% over the past year, as of September 2026.
Vestwell has about 85 people in Sales, up 31% over the past year, as of September 2026.
Computed from 457 current and 354 former Vestwell profiles, as of September 2026. Source: Crustdata.
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