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Financial Advisors

Modern savings platform built for advisors

Financial Advisors


See what you can build with Vestwell

Build your brand.

Deliver a white labeled offering that puts your name and brand front and center. Our partnership powers your business behind the scenes as we become an extension of your firm.

Build your offering.
Build your practice.

Vestwell by the Numbers

The partner you can count on.

Dedicated expertise means you’re supported every step of the way: onboarding, ongoing administration and maintenance, navigating complex legislation, and planning for your clients’ futures.

Vestwell becomes an extension of your firm

  • Your firm can provide

    • Your firm can provideConsulting services
    • Your firm can provideIntegrated content and tools
    • Your firm can provideFund management
  • Vestwell (and TPA partners) provide

    • Vestwell (and TPA partners) provideWhite-label branded experience
    • Vestwell (and TPA partners) provideTPA & ERISA 3(16) administration (Optional)
    • Vestwell (and TPA partners) provideRecordkeeping, trust, & custody
  • Possible integrations

    • Possible integrationsData integrations
    • Possible integrationsManaged accounts
Your Firm
Screenshot of Vestwell UI
  • 3(38) Investment Management
  • IRA Rollovers
  • Managed Accounts
  • Data / Integrations
  • Education & Enrollment
Bundled or Partner
  • TPA Services
  • 3(16) Administrative Services
vestwell logo
  • White Label User Experience
  • Recordkeeping Technology
  • Trust & Custody
  • API Gateway for Customization

Modernize your offering

  • Configurable


    Modular components for bundled or unbundled administration. Plus co-branding options, flexible investment programs (including managed accounts), and real-time data feeds to make it your own.

  • Integrated


    We can integrate with 100+ payroll providers to simplify eligibility and payroll processing while taking more work off your plate.

  • Intuitive


    Modern, user-friendly interactions and experience to delight your clients along the way.

  • Cost-effective


    Transparent, competitive pricing so clients always know what they're paying for.

  • Streamlined


    Simplified administration makes it easier for you to support clients while empowering them to engage along the way.

  • Open architecture

    Open architecture

    Flexible fund universe whether you want an off-the-shelf offering or to build your own fund lineup or asset allocation models.

Key resources for advisors

SECURE Act 2.0

Key Business Check-in Questions

View PDF

State Mandates

Explore our state mandate comparison tool

Learn more

Tax credits

Calculate potential tax credit savings

Calculate now
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