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Built for advisors.

Vestwell is a holistic workplace benefits and savings platform that keeps your brand, investment philosophy, and client servicing model front and center.

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advisor NPS score

The partner

you can count on.

We support you every step of the way – from onboarding, ongoing administration and maintenance to navigating complex legislation and planning for your clients’ futures.

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businesses of all sizes

Custom-built benefits


for every business.

Whether you need a dedicated retirement plan partner or want to expand into other savings offerings,
we enable thousands of financial professionals across all 50 states to better serve their clients.

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savers

Closing the


savings gap.

We make saving more accessible for
more than one million savers nationwide. Our jargon-free, streamlined platform is easy for you and easy for your clients.

One platform, an entire
spectrum of savings solutions

From education to disability savings products, use one single platform to help
your clients and take your advisory to the next level:
  • 401(k) & 403(k)

    retirement

  • 529 Plans

    education

  • IRA

    retirement

  • College SaveUp

    education

  • ABLE Accounts

    more ways to save

  • Student Loan PayDown

    education

  • Emergency Savings Accounts

    more ways to save

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How we support you

Our high-touch customer service and seamless integrations allow you to create the platform you and your clients deserve.

A dedicated team will work with you to custom design your platform and assist you through setup and onboarding. And as an
extension of your firm, Vestwell supports you with recordkeeping, ongoing administration, and a personalized whitelabeled user experience – so you can continue to build your business confidently.
  • Robust Integrations

    Our modern technology allows for integrations with 100+ industry-leading payroll providers. Plus, we’re constantly adding new integrations through Pay(k)onnect and iSolved.

  • Intuitive Experience

    Utilize a simple, modern interface designed for seamless interactions and experiences across our advisor, employer, and saver portals.

  • Configurable Tech

    Choose between modular components for bundled or unbundled administration. Plus, make it your own with co-branding options, flexible investment programs, and real-time data feeds.

  • Open Architecture

    Explore our flexible fund universe, including off-the-shelf offerings and build-your-own lineup or asset allocation models. 3(16) fiduciary services available.

  • Dedicated Support

    Our 1:1 service model for advisors means you will have a single point of contact throughout implementation and for ongoing support.

  • Expert Guidance

    Partner with specialized administration and plan design subject matter experts for comprehensive guidance every step of the way.

Want to learn more?
See what you can build with Vestwell
BUILD your BRAND

Customize the platform with your own branding elements to create a cohesive experience that strengthens affinity. In addition to logo, color scheme and messaging, this can include personalized welcome messages and educational content that reinforce your unique expertise and approach.

BUILD YOUR OFFERING

Tailor savings solutions to your client’s needs – from retirement planning to emergency savings and everything between – and automate administrative tasks on one streamlined platform. Our open architecture powers “off-the-shelf” or custom solutions complete with on-demand technology and compliance support.

BUILD YOUR PRACTICE

Attract new clients, scale your business and deliver personalized financial planning services efficiently. Our advisor-friendly technology and support
enable you to grow at your own speed and differentiate your practice in a
highly competitive environment.

KeyTools

Key resources for advisors

  • SECURE ACT 2.0

    Leverage our cheat sheet for client check-ins

    View PDF
  • STATE MANDATES

    Check out our state mandate comparison tool

    Explore now
  • TAX CREDITS

    Estimate potential tax credit savings

    Start calculating
See retirement programs for every state

Easily view retirement programs by state to help you optimize advice in alignment with current regulations.

Show me state retirement programs in

SEE IT IN ACTION

Ready to scale your practice?