Vestwell

Vestwell is a financial technology company based in New York City, founded in 2016 by CEO Aaron Schumm. The company offers a modern digital savings platform that simplifies workplace savings programs, focusing on retirement plans like 401(k)s, state auto-IRA programs, and 529 college savings plans. The platform provides an affordable and compliant solution for employers, financial advisors, and employees to manage savings. It features automated onboarding, streamlined plan administration, and flexible investment options. Vestwell serves over 350,000 businesses and more than 1 million active savers across the U.S., managing over $30 billion in assets. The company emphasizes flexibility and customization, partnering with payroll providers and financial institutions to meet diverse needs. Vestwell's mission is to provide accessible savings solutions that empower individuals to achieve their financial goals.