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Vestwell Holdings
Vestwell Holdings is an SEC-registered investment adviser in New York, NY, since 2016. The firm manages $1.0 billion in regulatory assets. It has 30...
Overview
Vestwell Holdings is an SEC-registered investment adviser in New York, NY, since 2016. The firm manages $1.0 billion in regulatory assets. It has 30 employees and 30 registered investment advisers.
General information
Firm type
Savings & Retirement Platform
Year founded
2016
Location
Region
North America
Country
Canada
City
New York
Corporate office
Toronto, Ontario, Canada
Additional offices
New York, New York, United States
Frequently asked questions
Is Vestwell Holdings the same entity as Vestwell, the US retirement-technology company?
No. Vestwell Holdings is a family office based in Toronto and New York. Vestwell Inc. is a New York–based fintech platform offering 401(k) and workplace savings infrastructure, backed by institutional venture investors including Goldman Sachs and Morgan Stanley. The two entities share a name but are structurally distinct, with no publicly documented relationship.
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