Modern workplace savings designed with financial professionals in mind.
Vestwell helps financial services businesses deliver streamlined savings benefits that attract high-caliber talent and foster long-term loyalty.
Savings benefits for those who power financial success.
- $1.5M+active savers
- 350K+businesses enabled
- $35B+assets saved across all 50 states
A simple, scalable way to offer savings benefits.
Vestwell makes providing a retirement plan and other savings solutions simple, offering a streamlined experience from setup to ongoing management.
Seamless payroll integrations
Vestwell has the ability to integrate with 190+ payroll partners to reduce manual administrative work—saving you valuable time.
Flexible plan design
Customize your benefits strategy to align with your firm’s goals and meet the expectations of top financial professionals.
Built for your dynamic workforce
With a mobile-friendly experience and a portal available in 18 languages, your team of financial professionals can access, enroll, and save with ease.
Dedicated support team
Our team of specialists is here to support you every step of the way—from launching to managing and scaling your plan—so you can stay focused on client outcomes while we help your team plan for the future.
Award-winning technology
Experience a sleek, intuitive platform that’s up to 10x* faster than legacy providers—built to meet the expectations of high-performing teams.
“I had a few key partners that contributed to the success of my business, and Vestwell is definitely one of them.”
“It’s not a lift for me. I have a lot on my plate, so I was looking for something that would involve minimal lift with a lot of return for our employees. That's exactly what Vestwell does.”
“We wanted a retirement plan that set our company apart, and that's exactly what Vestwell has done for us.”
“In today's competitive employment landscape, adding a 401(k) plan has enabled us to outshine our competition.”
“I had a choice, and I chose no extra work. Vestwell did an excellent job making that happen.”
Support your financial professionals
with the benefits they value.
Vestwell’s affordable, accessible workplace savings solutions are here to help your employees meet their goals of today and tomorrow.
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Vestwell internal data, 2025. In the event third party data or statistics are displayed on our website or in the output of any tools, they have been obtained from sources believed to be generally reliable, but we cannot guarantee their accuracy or completeness.