Vestwell customer statistics 2026
- Vestwell is linked to 15 companies in the Embedded Finance Index through their public disclosures and Vestwell's own customer lists (Embedded Finance Index, October 2026).
- Vestwell ranks #2 of 37 retirement / wealth providers by number of linked companies (Embedded Finance Index, October 2026).
- Companies link to Vestwell most often for Retirement / Wealth (15) (Embedded Finance Index, October 2026).
- Of the companies linked to Vestwell with a known segment, 33% are in Horizontal SaaS (5 of 15) (Embedded Finance Index, October 2026).
- Of the companies linked to Vestwell with a known segment, 27% are in Vertical SaaS (4 of 15) (Embedded Finance Index, October 2026).
- Of the companies linked to Vestwell with a known headquarters, 93% are headquartered in the US (14 of 15) (Embedded Finance Index, October 2026).
- About 20% of the companies linked to Vestwell also use Plaid (Embedded Finance Index, October 2026).
How to cite these statistics
Embedded Finance Index, October 2026, published by Apideck. https://www.embeddedfinanceindex.com/statistics/vendors/vestwell. Figures are recomputed as dossiers are added; quote the month alongside the number.