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Retirement plans reimagined

Retirement plans reimagined

Our highly experienced FinTech & FinServ team is changing the way employers, employees, benefit providers and registered investment advisors offer and manage investments for retirement.

In short, we make it simple, cheap, and safe to offer a retirement plan to companies and their employees. Our platform is a front-to-back retirement management platform. We create the asset allocations, select the products, handle the onboarding, education, investment services, tax reporting, all while taking on full legal responsibility on the company's behalf, at a fraction of cost of a traditional retirement plan provider. Our clients are small to large business working with independent RIA's that can white label the platform for their own clients.

Vestwell is scaling the retirement investing of defined contribution plans, while saving each employee close to $500K in fees they would otherwise lose over their career to traditional retirement providers.

Full Stack Engineer

Plan Compliance Specialist

Plan Compliance Associate

Aaron Schumm

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Founder, CEO of Vestwell. Repeat FinTech entrepreneur having co-founded FolioDynamix, exiting to Actua prior to Vestwell. 15+ years of FinTech & FinServ
Total raised

$4.5M

Funded over

1 round

Latest round

Sep 2016