Vestwell is a digital savings platform that is redefining the way workplace plans are powered today for the benefit of advisors, employers, and employees.

Who does Vestwell serve?

Vestwell serves a variety of clients, including advisors, employers, TPAs (third-party administrators), financial institutions, and government agencies.

How can Vestwell help businesses streamline their savings programs?

Vestwell provides an all-in-one savings platform that allows businesses to boost employee engagement, retention, and financial well-being with a customized workplace savings solution.

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Voyager DBDeep data on millions of local businesses, with verified decision-makers to reveal.Contact ResearchHand-built prospect lists from human researchers, delivered in 24 hours.People SearchFind owners and decision-makers by job title, seniority and department.Chrome ExtensionColdlytics in your browser - prospect any business as you browse the web.IntegrationsInstantly, Smartlead, lemlist, Clay, HighLevel, plus Claude and ChatGPT over MCP.

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Vestwell

$22.0M revenue • 120 employees • 360 Madison Ave 15th floor, New York, NY, 10017, United States

Last Updated Feb 18, 2026

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Company Overview

Company Name

Vestwell

Address

360 Madison Ave 15th floor, New York, NY, 10017, United States

Website

vestwell.com

Phone

(917) 979-5358

Approx. Annual Revenue

$22.0M

Employees

120

Established

2011

About Vestwell

Vestwell is a digital savings platform based in New York, NY that is redefining workplace plans. The company offers a range of savings solutions, including 401(k), emergency savings, and individual retirement accounts, to benefit advisors, employers, and employees.

Business Profile

Read from the Vestwell website on Oct 27, 2026. Hover an item to see the exact wording it came from.

About the website

Website quality (AI-assessed): 9/10 · Current copyright 2026; Comprehensive navigation and resources

Recent changes

What changed on the Vestwell website and Google listing, as detected by Coldlytics on each visit.

Oct 27, 2026
Estimated revenue band moved from $25M-100M to $10M-25M
Oct 27, 2026
LinkedIn Insight tag installed
Oct 27, 2026
Meta (Facebook) ad pixel installed

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Frequently Asked Questions about Vestwell

Advertising Pixels

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Technologies Used

Social Profiles

Key Decision Makers

Kian Rafia Managing Director | Chief Investment Officer, Head of Vestwell Advisors