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Vestwell Holdings, Inc.


Vestwell Stock

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

Vestwell Website

Vestwell Company Overview

Founded with the mission to modernize the retirement savings industry, Vestwell is a leading platform that offers a comprehensive suite of retirement and workplace savings solutions. Its proprietary technology ensures seamless integration with payroll systems, automating the administrative processes involved in managing retirement plans. Vestwell’s offerings include 401(k) and 403(b) plans, individual retirement accounts (IRAs), 529 education savings plans, ABLE accounts for individuals with disabilities, and emergency savings accounts. Vestwell is tailored for various stakeholders including financial advisors, employers, third-party administrators, financial institutions, payroll providers, and government agencies. This versatility allows it to cater to a wide range of needs, from small businesses to large enterprises. The platform’s user-friendly design simplifies plan management, making it accessible for both employers and employees. Vestwell is headquartered in New York City, with additional offices in Texas and New Hampshire. The company prides itself on its award-winning technology and commitment to enhancing financial wellness through innovative savings solutions. It has garnered recognition from Forbes, Inc. 5000, NAPA, and BuiltIn for its rapid growth and positive workplace environment. Vestwell continues to expand its services, recently incorporating features such as student loan repayment benefits and college savings plans. This aligns with its broader vision of supporting diverse financial goals and improving overall financial health for its users. With over $30 billion in assets under administration and serving over a million savers, Vestwell stands out as a robust and adaptable platform in the retirement savings industry.

Management Team

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

Funding Information