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Vestwell

Financial Services · United States

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About Vestwell

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

Industry
Financial Services
Company size
201-500 employees
Headquarters
New York, NY
Founded
2016
Company type
Privately Held

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.

Specialties

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

Company locations

  • 360 Madison Ave, New York, NY 10017, US

Locations listed on the company profile. These may include offices outside the United States, and not every location is hiring.

On LinkedIn

Followers
14,470
People linked to this company
423

People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.

Employer category

Other employer

Estimated from the company profile. This category has not been confirmed by the employer.