Vestwell | LinkedIn (original) (raw)

Financial Services

New York, NY 13,106 followers

Vestwell is the modern fintech engine powering savings and investment programs for small businesses and individuals.

About us

Vestwell is the modern fintech engine powering savings and investment programs for businesses and individual savers across the country. We’re helping to close the savings gap by offering flexible, cost-effective, modern solutions to save for the critical aspects of life - retirement, education, and healthcare. Vestwell currently powers more than 50,000 businesses, over a million savers, and $30 billion in assets in all 50 states. To learn more visit vestwell.com. Vestwell Advisors LLC is a subsidiary of Vestwell Holdings, Inc. Vestwell Advisors LLC is an investment advisor registered with the Securities and Exchange Commission and can provide investment management services for qualified retirement plans using the Vestwell platform. For more information about Vestwell, Vestwell Advisors, and our other services, learn more at www.vestwell.com.

Industry

Financial Services

Company size

201-500 employees

Headquarters

New York, NY

Type

Privately Held

Founded

2016

Specialties

Financial Services, 401(k), 403(b), IRA rollovers, Retirement Planning, Financial Advisors, Defined Contribution Plan, student loans, and ESAs

Locations

Employees at Vestwell

Updates

Are you prepared for New York’s upcoming retirement plan program? A new requirement is on the way for businesses in the Empire State. 🗽 More than half of New York State’s private-sector employees lack access to a workplace retirement plan. To address this gap, upcoming legislation will soon require New York businesses to offer a qualified, employer-sponsored retirement plan or automatically enroll employees in the New York State Secure Choice Savings Program. Stay informed on the program’s development and understand how this requirement will impact your business ➡️ https://lnkd.in/gy_QKJYd #NewYorkStateSecureChoice
In honor of Duke University’s centennial, Vestwell’s Founder and CEO, Aaron Schumm, was invited to speak at his alma mater this week. As a leading entrepreneur in the country, he will celebrate the university's legacy and share the Vestwell story. Aaron will be joined by fellow Duke alumni and entrepreneurs Melissa Bernstein of Lifelines, LLC, and Alana Beard of 318 Foundation, Inc. 🎤 Entrepreneurship at Duke: Our Past, Present, and Future 🗓️ Wednesday, November 13, 2024 | 6:00 pm ET Register now: https://lnkd.in/gNj6khf6Tune in to the presentation on Wednesday virtually: https://lnkd.in/gXzENFy4 #DukeCentennial
The annual Party for a Purpose event hosted by Best Buddies in New York brings awareness to the inclusion of individuals with intellectual and developmental disabilities (IDD). Vestwell shares Best Buddies’ commitment to uplifting and empowering individuals with disabilities and was a proud community sponsor of this year’s event. Thank you to Best Buddies’ Founder and CEO, Anthony Shriver, for having us.Daniel Nzouankeu #BestBuddies #PartyForAPurpose
New Jersey’s retirement program deadline is just around the corner. 📅 Are you ready? Businesses in New Jersey with 25 or more employees must offer a qualified retirement plan or enroll employees in the state’s RetireReady NJ program by November 15, 2024, to avoid financial penalties. RetireReady NJ is a state retirement savings program designed to help New Jersey workers easily build retirement savings through payroll deductions to an IRA. Learn more about the RetireReady NJ program, the upcoming deadline, and how it affects your business ➡️ https://lnkd.in/g2K27Uyf #RetireReadyNJ
🌟 Spotlighting: Financial Advisory Firm Interlake Capital Management, LLCFounder and Chief Investment Officer, Kevin Price, AIF®, CPFA®, shares how working with Vestwell transformed the firm’s retirement offering and enabled them to seamlessly convert six plans to the platform in just one year. 💬 “It was pretty clear early on that Vestwell was best in class.” By leveraging Vestwell’s frictionless conversion process and user-first design, Interlake streamlined plan management, enhancing client outcomes and driving business growth. The firm is eager to strengthen its relationship with Vestwell and incorporate holistic financial wellness solutions like education savings and guaranteed lifetime income into its offering. Learn more about Interlake Capital’s “no looking back” conversion process with Vestwell in our latest financial advisor spotlight: https://lnkd.in/g9tAdiVV
Vestwell’s Founder and CEO, Aaron Schumm, recently sat down with Dan Rosen from Commerce Ventures for an episode of the Commerce Conversations Podcast. Tune in as Aaron and Dan explore key trends shaping the future of financial services, dive into Aaron's entrepreneurial journey, and discuss how Vestwell is revolutionizing workplace savings to make financial wellness more accessible for millions of Americans. 🎧 Listen to the episode now: https://lnkd.in/eD9MrRbV
"What we do from the outside in is very hard to figure out. At that period of time investors are throwing cash at things whatever the flair was at the moment. And then when they would look at our business and they would like, this is awesome but I have no idea how to think about this." Aaron Schumm on raising Vestwell's Series C during Covid. Listen to the full episode on the link below! https://lnkd.in/eD9MrRbV

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Vestwell | LinkedIn (original) (raw)

Financial Services

New York, NY 13,106 followers

Vestwell is the modern fintech engine powering savings and investment programs for small businesses and individuals.

About us

Locations

Employees at Vestwell

Updates

Join now to see what you are missing

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