Vestwell Holdings, Inc.
Fintech
Vestwell is a modern savings platform designed to streamline retirement and workplace savings plans. It offers solutions for 401(k), 403(b), IRA, and other retirement accounts, integrating seamlessly with payroll systems. Vestwell serves financial advisors, employers, and government agencies, aiming to simplify savings management with its proprietary technology and user-friendly interface.
Founded: 2016
Aaron Schumm Founder, CEO |
Dave Sheen CFO |
Jon Mark COO |
Rob Molchon CTO |
Ryan Anderson CPO |
Danya Early Chief Strategy Officer |
Doug Magnolia Chief Customer Officer |