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Vestwell

www.vestwell.com

 
Vestwell is a turnkey solution for financial advisers providing them with the ability to offer clients a retirement plan without taking on the risk and costs typically associated with creating one. We remove the friction points of confusion, cost and compliance overhead that come with traditional retirement plans. Vestwell`s digital platform allows for seamless plan design, automated on-boarding, and low-cost investment strategies, making it easier for employers to offer a retirement plan. Vestwell becomes an extension of the financial advisor`s services, acting in everyone`s best interest, while scaling through technology and allowing financial advisors to focus on clients. Vestwell provides every ...
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million
  • www.vestwell.com
  • 215 W 40th St. 9th Floor
    New York, NY USA 10018
  • Phone: 646.902.1401

Executives

Name Title Contact Details
Mathew Konopinski
SVP Information Systems and Compliance Profile

Funding

Vestwell raised $30M on 04/02/2019

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