Funded Tech Companies

Vestwell

Vestwell is a fintech company, based in New York. Financial backing came from Allianz Life, Nationwide Ventures and Manulife.

Company Overview

Contact Information

Company Background Information

Overview

Vestwell Advisors is a subsidiary of Vestwell, a 3(38) and 3(21) SEC registered investment advisory firm, specializing in 401(k) and other defined contribution retirement investment management services.

Profile

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Last Transaction

7/21/2021

Financing History

Management Team

Title

Name

Email & Social

Chief Executive Officer

Aaron Schumm

        

Chief Financial Officer

David Sheen

        

Chief Technical Officer

John Skovron

        

VP - Client Services

Ann-Marie Gorczyca

        

VP - General Counsel

Allison Brecher

        

VP - Marketing

Abbey Yvon

        

VP - Operations

Jonathan Ferrara

        

VP - Operations

Jon Mark

        

VP - Product Management

Ryan Anderson

        

VP - Sales

Benjamin Thomason

        

Company Investors

• Allianz Life
• Nationwide Ventures
• Manulife
• Northwestern Mutual Capital
• Fin Venture Capital
• Greenspring Global Partners
• Primary Venture Partners (Brad Svrluga)
• Teamworthy Ventures
• Commerce Ventures
• Point72 Ventures
• F-Prime Capital (Ben Malka)
• Morgan Stanley Venture Partners
• Industry Ventures
• FinTech Collective (Brooks Gibbins)
• Wells Fargo & Co. (Thomas Richardson)
• Goldman Sachs
• The Bank of New York Mellon
• Goldman Sachs Principal Strategic Investments (Timothy O'Neill)
• Franklin Templeton
• F-Prime Capital (Benjamin Malka)

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