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M&A Deal Summary

Vestwell Acquires Accrue 401k

On December 9, 2025, Vestwell acquired financial services company Accrue 401k

Acquisition Highlights
  • This is Vestwell’s 1st transaction in the Financial Services sector.
  • This is Vestwell’s 1st transaction in the United States.
  • This is Vestwell’s 1st transaction in California.

M&A Deal Summary
Date 2025-12-09
Target Accrue 401k
Sector Financial Services
Buyer(s) Vestwell
Deal Type Add-on Acquisition

Target

Accrue 401k

Burlingame, California, United States
Accrue 401k is a provider of 401(k) retirement-plan services that offers small and mid-size employers a way to provide retirement plans to employees with relatively low monthly pricing and payroll integration, aiming to simplify plan administration. Accrue 401k is based in Burlingame, California.

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Buyer(S) 1

Buyer

Vestwell

New York, New York, United States
Category Company
Founded 2016
Sector Software
DESCRIPTION

Vestwell is a digital platform that makes it easier to offer and administer 401(k) plans. Vestwell removes traditional friction points through seamless plan design, automated onboarding, streamlined administration, and flexible investment strategies, all at competitive pricing. Vestwell was founded in 2016 and is based in New York, New York.

DEAL STATS #
Overall 1 of 1
Sector: Financial Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: California M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2025 M&A 1 of 1
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