Tech Company Financing Transactions
Vestwell Funding Round
On 2/18/2026, Vestwell raised $385 million in Series E financing from Blue Owl Capital, Sixth Street Growth and Franklin Templeton.
Transaction Overview
Company Name
Announced On
2/18/2026
Transaction Type
Venture Equity
Amount
$385,000,000
Round
Series E
Investors
Proceeds Purpose
The company intends to use the funds to expand operations and its development efforts.
Company Information
Company Status
Private & Independent
Industry
FinTech
Mailing Address
22 W 38th St. 10th Floor
New York, NY 10018
USA
New York, NY 10018
USA
Phone
Undisclosed
Website
Email Address
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
Social Media
Company News
Facebook
YouTube
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
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