Vestwell is a modern savings platform based in New York, NY, designed to simplify workplace savings programs for financial advisors, employers, third-party administrators, and financial institutions. With over 1 million savers and $29 billion in assets under administration, Vestwell offers a range of solutions including retirement plans, managed accounts, state savings programs, and additional workplace programs like student loan repayment assistance and education savings accounts.
By leveraging their open architecture platform and providing white-labeled solutions, Vestwell helps financial advisors navigate SECURE 2.0 and streamline the process of setting up and managing retirement plans. Their automated payroll integration ensures a seamless experience for employers, allowing them to effortlessly contribute to their employees' savings. With a focus on accessibility and simplicity, Vestwell aims to empower individuals to save for the future they deserve.
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