Vestwell announced significant upgrades to its proprietary recordkeeping platform designed for the small plan market.
Our Founder and CEO Aaron Schumm joined Fred Barstein on RPA Edge to discuss how 65% percent of plans on our platform utilize managed accounts.
Our VP of Product, Amy Ouellette, shares how you can make the most out of your savings and set yourself up for success in 2023.
Our VP of Product Amy Ouellette shares the lessons she’s learned on her journey of finding financial independence in this MarketWatch op-ed.
Vestwell announced two major Third Party Administrator product launches that will enable outside servicers to vastly scale their client business.
Our Head of People Patty Kim dives into the top financial wellness benefits employees are looking for from their employers in this BenefitsPRO op-ed.
Vestwell is featured as one of the financial services providers that are helping startups scale in Business Insider.
Our Founder and CEO Aaron Schumm joined the 401(k) Specialist Podcast to discuss disruption in the recordkeeping space and his outlook on the future for the industry.
Vestwell places #435 on the 2022 Inc. 5000 Annual List of fastest growing private companies in America.
SVP, Head of Enterprise Sales Michelle Tran dives into what inspired her to build a women-focused fintech organization in this Financial Planning feature.
Our VP of Product Amy Ouellette shares the key offerings Gen Z are looking for when seeking full-time employment in her latest op-ed.
Industry experts, including our SVP of National Sales Joshua Forstater, highlight seven things advisors should be doing now to scale their business during selling season.