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Vestwell Reviews

See why our clients and partners choose Vestwell for workplace savings benefits and financial wellness programs.

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Case Studies

Unlocking Growth: How Carbon Collective Expanded Their Retirement Business With Vestwell

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A ‘No-Sweat’ 401(k): Simplifying Savings with Vestwell’s OnPay Integration

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Profit-Sharing Made Possible: A Simple Solution for a Complex Plan

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Making the Switch: How Navalign Found Both a Provider and Partner

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Beyond the Books: Leveraging Technology for Financial Empowerment

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High-Voltage Company; Low-Stress Retirement Plan

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Mast Reforestation's Retirement Plan Success: Aligning Company Values with Employee Investments

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A 401(k) on a ‘Silver Platter’: Saving Time with Vestwell’s Toast Integration

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Making the Switch: Why Seiler Lankes Group Partnered With Vestwell for a Seamless 401(k) Plan Conver...

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Service at Scale: How Smooth 401(k) Partnered With Vestwell To Accelerate Their Growth

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Seamless Savings: Paris International’s Transformative Partnership With Vestwell

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Community Care: Empowering Employees With Vestwell’s Retirement Plan

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Scalable Solutions: How Benetech Expanded Their Business as a Vestwell Flex Partner

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Global Solutions: How TaxStudio Streamlines Retirement Plans With Vestwell

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Making the Switch: How Carson Wealth Enhances Client Value With Vestwell

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What our clients are saying

"We wanted a retirement plan that set our company apart, and that's exactly what Vestwell has done for us."

Narci Fierro, Director of HR

Faith Electric

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"We chose Vestwell as our partner given their extensive experience in the financial services industry, innovative technology, and strong commitment to creating a lasting partnership."

Mike Kappel, CEO

Patriot

“Our clients get excellent support from Vestwell, and it has really allowed us to scale.

Zach Stein, Co-Founder & Chief Investment Officer

Carbon Collective

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“You all were able to say yes to my plan and find a way to make it happen the way I wanted. Vestwell delivered where everyone else wouldn't.

Cory LaPlante, Founder

LaPlante Management

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“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.

Krista Hasinger, Director of People

Row 34

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“Once payroll is processed, Vestwell pulls the information it needs and makes sure everything is going where it needs to go. I don't do anything! It’s like it’s on auto-pilot.

Sophie DeHenzel, Co-Founder

DeHenzel Training Systems

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"Our relationship with Vestwell will continue to expand as we continue to bring in new 401(k)s and plan conversions.”

Stephen Rischall CFP®, CRPC®, Partner

Navalign

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"This software makes understanding and setting up your 401k plan quick and simple. The software itself is minimal in its design, making it easy to understand and navigate. Additionally, Vestwell provided our company with a training session to help us further understand each step of the process and answer questions that we had. Overall Vestwell has been tremendously helpful in setting up savings for the future."

Reilly C., Graphic Designer

I got the plan that I wanted, the way that I wanted it. It was a unique and somewhat odd request, and no one else could say yes the way that Vestwell said yes. That's a big deal.”

Cory LaPlante, Founder

LaPlante Management

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“I had a few key partners that contributed to the success of my business, and Vestwell is definitely one of them.

Kelli Bagby, Owner

Truly Bookkeeping

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“Any time I’ve had a question, I send an email, and I don’t think it’s ever gone more than 24 hours without getting a concise, clear answer to my question, which I love! It checks all my boxes.

Krista Hasinger, Director of People

Row 34

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"Vestwell's ease of use is tremendous and saves my clients a ton of time on the backend so they can do the things that are most important for them to continue running their businesses."

Bill Simonet

Advisor

Vestwell has been an amazing partner for us. That's why we've brought a lot of clients to you all and been able to really serve them very well.”

Zach Stein, Co-Founder & Chief Investment Officer

Carbon Collective

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“Vestwell has innovated and used technology to make things straightforward and simple. That's how it should be.”

Kelli Bagby, Owner

Truly Bookkeeping

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"Working with my advisor and Vestwell, I'm getting exactly what I was looking for in terms of customer service and easy implementation."

Marcia Zaruba O'Connor

Client

"Without digging into plan design and investment options, you can't possibly be doing what's best for you and your employees by way of structure, cost, and incentives. Vestwell is set up to do just that."

Scott Pritchard

Client

“The customer service is a big part. It will tick off a major thing for HR. If they are on the fence between vendors, I would say Vestwell is better because of the dedicated attention you’ll receive.”

Katherine Wong-Velasco, Director of Talent

Mast Reforestation

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“I have had such a smooth experience because from sales to implementation to getting a TPA in place, everyone was competent and kind all along the way. Starting a retirement plan was one of the easier things that I did all year.

Cory LaPlante, Founder

LaPlante Management

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It’s really easy for the employees to go in and make changes to their plan on their own, without having to talk to us about the particulars of their account.”

Felicia Elmer, Administrative Assistant

Seiler Lankes Group

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“Vestwell’s robust integrations with payroll providers save plan sponsors a lot of time and can reduce potential errors.”

Stephen Rischall CFP®, CRPC®, Partner

Navalign

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"At the end of the day, when Vestwell reduces the administrative burden of the compliance, we're able to more efficiently serve our clients."

Lockwood Holmes Jr.

Advisor

Vestwell by the numbers

1,171,742

SAVERS

50,000+

BUSINESSES

$30B

ASSETS UNDER administration

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