Digital retirement and workplace savings platforms
Strategic Profile
Vestwell empowers nearly 1.5 million savers across over 350,000 businesses nationwide, with over $35 billion in assets saved across all 50 states. In February 2026, Vestwell raised $385M in Series E funding, positioning itself as a market leader in workplace savings modernization serving employers, financial advisors, payroll providers, and government agencies.
Cyborg Score Rationale
Recent Series E funding of $385M (February 2026) signals strong investor confidence. Vestwell has made 4 acquisitions, demonstrating active growth strategy. Platform reach of 1.5M+ savers and $35B AUM reflects significant market traction in a fragmented $30T retirement industry.
Top Insights
$385M Series E funding closed in February 2026, co-led by Blue Owl and Sixth Street Partners
Selected by Intuit as exclusive partner to deliver QuickBooks 401(k) in May 2026
Acquired Accrue 401k in December 2025, adding 30,000 plans and 350,000 savers
Offers comprehensive suite including 401k/403b, IRAs, student loan repayment, 529 college savings, emergency savings, and ABLE disability accounts
Named Competitors
Guideline — 401(k) platform for small businesses
Ascensus — Retirement recordkeeping and administration
Human Interest — 401(k) management platform for small businesses
ForUsAll — Workplace benefits and retirement platform
Recent Developments
(May 2026) Selected by Intuit as exclusive partner for QuickBooks 401(k) offering
(February 2026) Closed $385M Series E funding round led by Blue Owl Capital and Sixth Street Growth