Vestwell Holdings Inc. — Cyborg Score 8/10

Strong
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
  • (December 2025) Acquired Accrue 401k, adding 30,000 plans and 350,000 savers
  • (January 2026) Completed acquisition establishing expanded market position

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