Fairhaven Wealth Management
No jargon. No sales quotas. Just a great team helping others hit their financial goals.
19 employees · est. 2015 · Wheaton, United States
Vestwell
Vestwell is the modern fintech engine powering savings and investment programs for small businesses and individuals.
432 employees · est. 2016 · New York, United States
Fairhaven Wealth Management is the older company (2015 vs 2016); Vestwell is the larger of the two.
Side-by-Side Comparison
| Metric | Fairhaven Wealth Management | Vestwell |
|---|---|---|
| Founded | ||
| Founded | 2015 older | 2016 |
| Headquarters | ||
| Headquarters | Wheaton, United States | New York, United States |
| Employees | ||
| Employees | 19 | 432 larger |
| Industry | ||
| Industry | Financial Services, Insurance, Wealth Management | Finance, Financial Services, Fintech |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Series D |
| Total Funding | ||
| Total Funding | Not tracked yet | $237.50M |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | 5 |
| Services | ||
| Services | Not tracked yet | Retirement Plans, Advisor Managed Accounts, Payroll Integrations, State Savings Programs, Tax Credit Calculator |
| Target Customers | ||
| Target Customers | Not tracked yet | Advisors, Employers, TPAs (Third Party Administrators), Financial Institutions, Government Agencies, Employees, HCM/Payroll Providers |
| Taxonomy | ||
| Taxonomy | Financial Planning, Investment Management, Financial Literacy, Retirement Planning, Estate Planning, Roth IRA, 401k, Asset Allocation, Stocks & Bonds, Mutual Funds, ETF, College Savings, Fiduciary, Million Dollar Cup Of Coffee | Savings Programs, Investment Programs, Retirement Planning, 401(k), 403(b), IRA Rollovers, 529 College Savings, ABLE Disability Savings, Emergency Savings, Digital Savings Platform, Financial Wellness, Automated Retirement Investing, Defined Contribution Plans, Financial Advisors |
| Website | ||
| Website | fairhavenwealth.com | vestwell.com |
About Fairhaven Wealth Management
Fairhaven Wealth Management is an independent financial planning and investment management firm with a commitment to demystifying finance. Their slogan, "No jargon. No sales quotas. Just a great team helping others hit their financial goals," emphasizes their client-centric approach. Founded in 2015...
About Vestwell
Vestwell, founded in 2016 and headquartered in the United States, is a prominent player in the fintech industry. Known as "the modern fintech engine powering savings and investment programs for small businesses and individuals," it has positioned itself at the forefront of the savings economy. The c...
We will tell you when either one moves
BounceWatch watches Fairhaven Wealth Management and Vestwell for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at Fairhaven Wealth Manag... and Vestwell — by email.
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Related Comparisons
Compiled from the BounceWatch company index. We last looked at Fairhaven Wealth Management on 14 Sep 2024, and Vestwell on 4 Aug 2025. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.