Vestwell
Curated by SignalPerformance reporting platform optimizing workplace savings programs for businesses.
About
Vestwell focuses on performance reporting for wealth managers, with an emphasis on workplace savings programs, particularly 401(k) plans. The platform consolidates financial data from various accounts and asset classes, offering wealth managers real-time insights into portfolio performance, asset allocation, and risk exposure. The company targets businesses, recordkeepers, and financial institutions, providing customizable 401(k) solutions, recordkeeping technology, and a range of workplace savings programs, including HSAs and IRAs. Vestwell utilizes digital tools and machine learning algorithms to facilitate client engagement and communication, aiming to meet the demand for efficient and accessible workplace savings solutions.
Key facts
- Founded
- 2016
- Headquarters
- New York City, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 10 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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Open roles
195 rolesDirector, Relationship Management - ABLE
Austin, TX · On-site · Volunteer
Manager, Saver Services
Austin, TX · On-site · Volunteer
Manager, Saver Services
Scottsdale, AZ · On-site · Volunteer
