Vestwell
Founders
Aaron Schumm - Founder, CEO
Founded
2016
Stage
Series D
Invested
2023
Lightspeed Team
Justin Overdorff - Partner
Shan Shan - Partner
Will Kohler - Partner
Sam Eisler - Partner

Vestwell’s focus is to build the most flexible, powerful workplace savings and investment platform, delivered through the hands and minds of their financial services partners with the help of payroll provider partners. The team at Vestwell makes the hard stuff look easy, by combining the expertise of financial advice with the sophistication of a technology provider.

Vestwell’s north star is to be the engine behind a $30T industry, powering all payroll-deducted workplace savings programs for small-to-midsize businesses, such as 401(k), 403(b), IRA, emergency savings accounts (ESA), health savings accounts (HSA), 529 college savings, and alike.

Sam Eisler