Tech Company Financing Transactions

Vestwell Funding Round

Vestwell closed a $30 million Series B investment round on 4/3/2019. Investors included Goldman Sachs Principal Strategic Investments, Allianz Life and Commerce Ventures.

Transaction Overview

Company Name
Vestwell
Announced On
4/3/2019
Transaction Type
Venture Equity
Amount
$30,000,000
Round
Series B
Investors

Goldman Sachs Principal Strategic Investments (Lead Investor) (Timothy O'Neill)

Allianz Life

Commerce Ventures

F-Prime Capital (Ben Malka)

FinTech Collective (Brooks Gibbins)

Franklin Templeton

Nationwide Ventures

Point72 Ventures

Primary Venture Partners (Brad Svrluga)

The Bank of New York Mellon

Proceeds Purpose
This new financing will propel Vestwell even further, while resetting the bar for how open-architecture in retirement plans can be provided to companies of any size in an affordable and modern way.

Company Information

Company Status
Private & Independent
Industry
FinTech
Mailing Address
22 W 38th St. 10th Floor
New York, NY 10018
USA
Phone
Undisclosed
Website
www.vestwell.com
Email Address
[email protected]
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
Vestwell LinkedIn Company Profile
Social Media
Vestwell Company Twitter Account
Company News
Vestwell News
Facebook
Vestwell on Facebook
YouTube
Vestwell on YouTube

Management Team

Title
Name
Email & Social
Chief Executive Officer
Aaron Schumm
  Aaron Schumm LinkedIn Profile  Aaron Schumm Twitter Account  Aaron Schumm News  Aaron Schumm on Facebook
Chief Financial Officer
David Sheen
  David Sheen LinkedIn Profile  David Sheen Twitter Account  David Sheen News  David Sheen on Facebook
Chief Technical Officer
John Skovron
  John Skovron LinkedIn Profile  John Skovron Twitter Account  John Skovron News  John Skovron on Facebook
VP - Client Services
Ann-Marie Gorczyca
  Ann-Marie Gorczyca LinkedIn Profile  Ann-Marie Gorczyca Twitter Account  Ann-Marie Gorczyca News  Ann-Marie Gorczyca on Facebook
VP - General Counsel
Allison Brecher
  Allison Brecher LinkedIn Profile  Allison Brecher Twitter Account  Allison Brecher News  Allison Brecher on Facebook
VP - Marketing
Abbey Yvon
  Abbey Yvon LinkedIn Profile  Abbey Yvon Twitter Account  Abbey Yvon News  Abbey Yvon on Facebook
VP - Operations
Jonathan Ferrara
  Jonathan Ferrara LinkedIn Profile  Jonathan Ferrara Twitter Account  Jonathan Ferrara News  Jonathan Ferrara on Facebook
VP - Operations
Jon Mark
  Jon Mark LinkedIn Profile  Jon Mark Twitter Account  Jon Mark News  Jon Mark on Facebook
VP - Product Management
Ryan Anderson
  Ryan Anderson LinkedIn Profile  Ryan Anderson Twitter Account  Ryan Anderson News  Ryan Anderson on Facebook
VP - Sales
Benjamin Thomason
  Benjamin Thomason LinkedIn Profile  Benjamin Thomason Twitter Account  Benjamin Thomason News  Benjamin Thomason on Facebook

 

 

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