Vestwell

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Vestwell is a leading fintech platform powering the new savings economy for millions of businesses and people. Headquartered in New York City, the company transforms access to essential financial wellness and savings programs to close the savings gap. As an extension of its partners, Vestwell enables a suite of programs focused on the most critical aspects of one's financial future, including retirement, healthcare, disability, and education needs - such as 401(k), 403(b), IRA, 529 College, ABLE disability, and Emergency Savings programs. Today, Vestwell enables over 350,000 businesses and well over a million active savers, with over $30 billion in assets saved 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 savings and investing programs using the Vestwell platform. For more information about Vestwell, Vestwell Advisors, and our other services, learn more at www.vestwell.com.

Company Details

Employees
434
Founded
-
Address
360 Madison Ave, New York,ny 10017,united States
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
HQ
New York, NY
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News

‘Vestwell Elite’ Pooled Employer Plan Debuts - 401k Specialist

‘Vestwell Elite’ Pooled Employer Plan Debuts 401k Specialist

Savvy Wealth Partners with Vestwell to Simplify 401(k) Management for Clients’ Employee Plans - Yahoo Finance

Savvy Wealth Partners with Vestwell to Simplify 401(k) Management for Clients’ Employee Plans Yahoo Finance

Vestwell Launches Retirement Solution for Amazon Delivery Service Partners (DSPs) Program - PRWeb

Vestwell Launches Retirement Solution for Amazon Delivery Service Partners (DSPs) Program PRWeb

WAYNE-SANDERSON FARMS AND VESTWELL COLLABORATE TO CREATE RETIREMENT SAVINGS PROGRAM FOR FARMERS - PR Newswire

WAYNE-SANDERSON FARMS AND VESTWELL COLLABORATE TO CREATE RETIREMENT SAVINGS PROGRAM FOR FARMERS PR Newswire

Brent M. Goodrich - The Register-Guard

Brent M. Goodrich The Register-Guard

JP Morgan Incorporates Solo Solution to Retirement Platform - 401k Specialist

JP Morgan Incorporates Solo Solution to Retirement Platform 401k Specialist

JPMorganChase Unveils New Retirement Solution for Solo Entrepreneurs – Company Announcement - Financial Times

JPMorganChase Unveils New Retirement Solution for Solo Entrepreneurs – Company Announcement Financial Times

PlanScope360™ Partners with Vestwell to Launch Financial Wellness Benefits for Educators - PR Newswire

PlanScope360™ Partners with Vestwell to Launch Financial Wellness Benefits for Educators PR Newswire

Partnership with Vestwell-Retirement Recordkeeper Value Proposition - Morgan Stanley

Partnership with Vestwell-Retirement Recordkeeper Value Proposition Morgan Stanley

Vestwell Raises $125 Million in Series D - The SaaS News

Vestwell Raises $125 Million in Series D The SaaS News

J.P. Morgan partners with Vestwell to expand 401(k) business - InvestmentNews

J.P. Morgan partners with Vestwell to expand 401(k) business InvestmentNews

Vestwell - Built In Austin

Vestwell Built In Austin

New York Launches Retirement Saving Program with Vestwell - wealthmanagement.com

New York Launches Retirement Saving Program with Vestwell wealthmanagement.com

Vestwell Announces Expanded Access For Financial Advisors to J.P. Morgan Asset Management Everyday 401(k) - PRWeb

Vestwell Announces Expanded Access For Financial Advisors to J.P. Morgan Asset Management Everyday 401(k) PRWeb

John Hancock Retirement Announces Partnership with Vestwell, Launching FutureStep™ to Expand Plan Offering - PR Newswire

John Hancock Retirement Announces Partnership with Vestwell, Launching FutureStep™ to Expand Plan Offering PR Newswire

New York Secure Choice Goes Live with Vestwell - 401k Specialist

New York Secure Choice Goes Live with Vestwell 401k Specialist

Vestwell Partners with Amazon’s DSP Program to Deliver Retirement Services - 401k Specialist

Vestwell Partners with Amazon’s DSP Program to Deliver Retirement Services 401k Specialist

John Hancock Retirement, Vestwell Partner on ‘FutureStep’ Launch - 401k Specialist

John Hancock Retirement, Vestwell Partner on ‘FutureStep’ Launch 401k Specialist

John Hancock goes for startup 401(k)s in deal with Vestwell - InvestmentNews

John Hancock goes for startup 401(k)s in deal with Vestwell InvestmentNews

Vestwell Launches Recordkeeping Product, Portal for 401k TPAs - 401k Specialist

Vestwell Launches Recordkeeping Product, Portal for 401k TPAs 401k Specialist

What's behind Vestwell's $125M Series D funding? - InvestmentNews

What's behind Vestwell's $125M Series D funding? InvestmentNews

Vestwell Raises $8 Million in Series A Funding led by F-Prime Capital Partners - PR Newswire

Vestwell Raises $8 Million in Series A Funding led by F-Prime Capital Partners PR Newswire

Vestwell bolsters 401(k) leadership with JPMorgan deal - InvestmentNews

Vestwell bolsters 401(k) leadership with JPMorgan deal InvestmentNews

John Hancock Retirement Announces Partnership With Vestwell - planadviser

John Hancock Retirement Announces Partnership With Vestwell planadviser

Vestwell: Reshaping the American savings landscape - Reuters

Vestwell: Reshaping the American savings landscape Reuters

High-voltage vision - Chase Bank

High-voltage vision Chase Bank

Vestwell raises $125 million - Coverager

Vestwell raises $125 million Coverager

Christmas came early at Vestwell as it accepts $125 million of unsought capital; Lightspeed persisted for months, with an IPO already penciled-in as early as 2025 - RIABiz

Christmas came early at Vestwell as it accepts $125 million of unsought capital; Lightspeed persisted for months, with an IPO already penciled-in as early as 2025 RIABiz

Vestwell Partners With Payroll Provider Gusto on Integrated 401(k) - planadviser

Vestwell Partners With Payroll Provider Gusto on Integrated 401(k) planadviser

Vestwell Partners With Namely To Provide A Seamless Digital Retirement Platform With Payroll Integration - PR Newswire

Vestwell Partners With Namely To Provide A Seamless Digital Retirement Platform With Payroll Integration PR Newswire

Vestwell extends micro-plan 401(k) sponsor dominance after JPMorgan white-labels its platform, yet -- conditioned by history -- analysts still question if 401(k) king Fidelity walks away with plans and rollovers as accounts mature - RIABiz

Vestwell extends micro-plan 401(k) sponsor dominance after JPMorgan white-labels its platform, yet -- conditioned by history -- analysts still question if 401(k) king Fidelity walks away with plans and rollovers as accounts mature RIABiz

Vestwell Raises $125M in Series D - wealthmanagement.com

Vestwell Raises $125M in Series D wealthmanagement.com

Vestwell Announces New Joint Offering with Riskalyze to Deliver an End-to-End Digital 401(k) Experience Built Around the Risk Number® - PR Newswire

Vestwell Announces New Joint Offering with Riskalyze to Deliver an End-to-End Digital 401(k) Experience Built Around the Risk Number® PR Newswire

See How Always Having A Plan Is Helping One Sandwich Shop Owner And Her Employees Succeed | Chase for Business - Chase Bank

See How Always Having A Plan Is Helping One Sandwich Shop Owner And Her Employees Succeed | Chase for Business Chase Bank

Wolters Kluwer's ftwilliam.com Partners with Vestwell to Bring Modern Workplace Retirement Technology to TPA Recordkeepers - PR Newswire

Wolters Kluwer's ftwilliam.com Partners with Vestwell to Bring Modern Workplace Retirement Technology to TPA Recordkeepers PR Newswire

Vestwell Announces Debut White-Label Partnership with Kovack Advisors, Inc. - PR Newswire

Vestwell Announces Debut White-Label Partnership with Kovack Advisors, Inc. PR Newswire

Aaron Schumm unveils expanded Vestwell vision -- and M&A plan -- and hires Danya Dumbrill to detail it as a 'strategy' to 'lead the savings industry' -- a leap from the 'grueling affair' of recordkeeping micro 401(k) plans - RIABiz

Aaron Schumm unveils expanded Vestwell vision -- and M&A plan -- and hires Danya Dumbrill to detail it as a 'strategy' to 'lead the savings industry' -- a leap from the 'grueling affair' of recordkeeping micro 401(k) plans RIABiz

Goldman-Backed Vestwell Raises Funds at $1 Billion Valuation - Bloomberg

Goldman-Backed Vestwell Raises Funds at $1 Billion Valuation Bloomberg

Vestwell Inks a Deal With BNY Mellon - wealthmanagement.com

Vestwell Inks a Deal With BNY Mellon wealthmanagement.com

New JPMorgan Solo 401(k) Lets Self-Employed Save Double: Up to $140K for Couples - Stock Titan

New JPMorgan Solo 401(k) Lets Self-Employed Save Double: Up to $140K for Couples Stock Titan

Four years into startup, Vestwell makes its big move -- nixing FIS's recordkeeping for the 401(k) super-bot it built with Goldman Sachs' VC money - RIABiz

Four years into startup, Vestwell makes its big move -- nixing FIS's recordkeeping for the 401(k) super-bot it built with Goldman Sachs' VC money RIABiz

Vestwell raises $125M to help businesses power workplace savings programs - TechCrunch

Vestwell raises $125M to help businesses power workplace savings programs TechCrunch

Alabama ABLE Savings Plan celebrates 7 years of serving those with disabilities - Alabama Political Reporter

Alabama ABLE Savings Plan celebrates 7 years of serving those with disabilities Alabama Political Reporter

Transparency, diversity make Vestwell a Best Fintech to Work For - American Banker

Transparency, diversity make Vestwell a Best Fintech to Work For American Banker

Kenneth Goodrich Obituary (2025) - Lake City, FL - Lake City Reporter - Legacy obituary

Kenneth Goodrich Obituary (2025) - Lake City, FL - Lake City Reporter Legacy obituary

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