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VESTWELL

HQ - New York

Summary

Vestwell is a modern savings platform designed to empower individuals and institutions to save meaningfully. Its primary offerings include retirement plans, education savings, and flexible benefits tailored for various sectors.

Deals Overview

Total Deals4

Valued Deals1

Total Value£ 98 M

Avg. Deal Size£ 98 M

Market Context

Senior Management

Aaron Schumm
Founder and CEO
Dave Sheen
CFO
Nicole Wood
Vice President, Communications

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sullivan & cromwell

HQ - New York

legal advisors (1)

1 Shared Deal

1 Opposite

n/a

Total Value

shearman & sterling

HQ - New York

legal advisors (1)

1 Shared Deal

1 Opposite

n/a

Total Value

debevoise & plimpton

HQ - New York

legal advisors (1)

1 Shared Deal

1 Opposite

£ 98 M

Total Value

davis polk & wardwell

HQ - New York

legal advisors (1)

1 Shared Deal

1 For

n/a

Total Value

jp morgan

HQ - New York

financial advisors (1)

1 Shared Deal

1 For

n/a

Total Value

centerview partners

HQ - New York

financial advisors (1)

1 Shared Deal

1 For

n/a

Total Value

silicon legal strategy

legal advisors (1)

1 Shared Deal

1 Opposite

n/a

Total Value

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