Vestwell is a New York City-based fintech platform focused on workplace retirement and savings programs. It helps businesses and savers access retirement, education, and healthcare savings solutions.
Access to pre-IPO shares is available to accredited investors through UpMarket.
Vestwell shares are not on public exchanges. UpMarket provides accredited investors access through secondary market transactions.
Confirm eligibility under SEC Rule 501 of Regulation D. Income or net worth threshold applies.
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Full offering memoranda and risk disclosures provided before any commitment is required.
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Wire transfer or ACH. $50K minimum. Funds held in custodial account until close.
Pre-IPO investments are illiquid, speculative, and involve risk of total loss of capital.
| Date | Round | PPS (split-adj.) | Valuation |
|---|---|---|---|
| Feb 2026 | Series E | $2B | |
| Dec 2023 | Series D | $1B | |
| 2021 | Series C |
Vestwell said it posted 700% three-year growth and now supports 350,000+ employers, 1.5M savers, and $35B+ in assets saved. The company also ranked No. 586 on the 2025 Inc. 5000 for a fourth consecutive year on the list.
Vestwell agreed to acquire Accrue 401k, bringing nearly 30,000 businesses and 350,000 savers onto its platform in 2026. The company says payroll connectivity is central to closing the savings gap, reinforcing a distribution moat through embedded workflows.
Vestwell raised $385 million in Series E funding in February 2026, led by Blue Owl Capital and Sixth Street Growth, with participation from Morgan Stanley, Franklin Templeton, TIAA Ventures, and HarbourVest. The platform powers nearly 40 state savings programs and covers 85% of all auto-IRAs, pointing to a sizable public-sector expansion opportunity.
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No. As of August 2026, Vestwell is a private company and does not trade on any public stock exchange. Accredited investors can access Vestwell shares through UpMarket, a FINRA-registered broker-dealer that specializes in pre-IPO investments.
Vestwell does not have a public stock price because it is privately held. The most recent known share price comes from its last funding round. Pre-IPO share prices on the secondary market may differ from the last round price depending on supply, demand, and market conditions.
Yes. Accredited investors can indicate interest in Vestwell shares through UpMarket by filling out the form on this page or creating an account at upmarket.co. All pre-IPO offerings are subject to availability and require a $50,000 minimum investment. UpMarket is a FINRA-registered broker-dealer and has brokered more than $500M in alternative investments since 2019.
Pre-IPO investments carry significant risks. Vestwell shares are illiquid, meaning there is no public market to sell them quickly. There is no guaranteed exit timeline or return. The investment is speculative in nature, and investors should be prepared for the possibility of total loss. Valuations of private companies can fluctuate substantially between funding rounds. Investors should consult their financial advisor and review all offering documents before investing.
In a pre-IPO transaction, accredited investors purchase shares from existing shareholders (such as employees, early investors, or other holders) through secondary market platforms. The company itself does not issue new shares in these transactions. UpMarket facilitates these trades as a FINRA-registered broker-dealer, handling compliance, documentation, and settlement on behalf of both parties.
There are two primary exit paths for pre-IPO holdings: selling your shares on the secondary market to another buyer, or holding until the company completes an IPO or is acquired. Both paths are subject to transfer restrictions, company approval (right of first refusal), and market conditions. The timing of any exit is unpredictable, and investors should plan for a multi-year holding period.
The minimum investment for most pre-IPO offerings on UpMarket is $50,000. This amount may vary depending on the specific offering and share availability. There are no fees to create an UpMarket account or browse available investments. Investors only pay transaction-related fees when they complete an investment.
UpMarket's valuation estimate is derived from a proprietary model that incorporates multiple data sources: funding round data (Caplight), revenue estimates (Sacra), secondary market pricing, and public company comparables. The model applies a private company discount to the public comp multiple to account for illiquidity and information asymmetry. This estimate is not investment advice and may differ substantially from the price at which shares actually trade.
Vestwell is a New York City-based fintech platform for workplace retirement and savings programs, with $200M+ in 2026 revenue and 700% three-year growth, accredited investors can access Vestwell stock through UpMarket.