No matter what you’re working toward,
Vestwell is here to help.
Who we are
Vestwell is the engine powering high-quality savings products for businesses and individuals across the country. Our award-winning technology combines the full spectrum of savings solutions with an intuitive user experience, making it easier than ever for advisors, employers, states, administrators and end savers to achieve their goals.
Through our customizable platform, we’re uniquely capable of helping you meet the time-sensitive needs of today while enabling scalable growth for the future.
From our humble beginnings in a shared workspace in 2016 to raising funds from Goldman Sachs, Morgan Stanley and other financial services investors, we’ve achieved record growth in just a few short years. As we’ve moved beyond 401(k)s to offer the most comprehensive savings programs both inside and outside of the workplace, one thing has remained constant—our commitment to providing access to the savings we all deserve.
That guiding principle is what’s led us to where we are today:
350k+
businesses enabled
1M+
savers
$30B+
in assets saved in all 50 states
Join our team
Whether you're passionate about reinventing the way we save or just want to surround yourself with talented, motivated people, we'd love to connect!
See our current openings
Our executive team
Aaron Schumm
Founder & Chief Executive Officer
Allison Brecher, JD
General Counsel & Chief Privacy Officer
Dave Sheen
Chief Financial Officer
Doug Magnolia
Chief Customer Officer & President, Vestwell State Savings
Jon Mark
CHIEF OPERATING OFFICER
Patty Kim
Chief People Officer
Rob Molchon
Chief Technology Officer
Ryan Anderson
Chief Product Officer
Richard Tatum
President, Vestwell Workplace Savings
Our investors
The way long-term savings gets invested over time is not only different for different people, but ever evolving… Leveraging a fintech platform with smart learning, modern APIs, and a completely digital interface, means we can help anyone regardless of their financial savvy.
— Aaron Schumm, Founder & CEO