# Vestwell Holdings

Vestwell Holdings is a Savings & Retirement Platform based in New York, Canada.

## Overview

- **Organization type:** Savings & Retirement Platform
- **Headquarters:** New York, Canada
- **Region:** North America
- **Address:** Toronto, Ontario, Canada
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** https://www.vestwell.com
- **LinkedIn:** https://www.linkedin.com/company/vestwell

## About

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.

## Offices

- New York, New York, United States

## 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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Last updated: 2026-07-06T01:24:28.192Z

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