We help states power their public-sponsored savings programs.
Our platform is designed to be simple and intuitive. We make it simple for states to help the small businesses in their state onboard and process payroll with ease, while also giving employees a modern and user-friendly experience that makes it effortless for them to start saving today.
Vestwell’s innovative interface includes convenient features such as personalized gifting pages, a linked prepaid card that is built with ABLE plan participants in mind, goal-setting tools and more.
We bring together the comprehensive suite of capabilities that enables seamless delivery for plan sponsors and participants. Our technology delivers a holistic solution for end-users, financial advisors, and small businesses.
Acting as exclusive servicing agent for the programs managed by Vestwell, BNY Mellon will provide custody, fund accounting, recordkeeping and investment management services for the state plans we support .