About Vestwell
Vestwell is a financial technology company and infrastructure platform powering the modern savings economy for businesses, financial advisors, institutions, and government agencies. Its platform provides a comprehensive suite of workplace savings solutions including retirement plans (401k, 403b, IRAs), student loan repayment benefits, and specialized accounts for education, healthcare, and emergency savings. Vestwell serves over 350,000 businesses and nearly 1.5 million savers, with over $35 billion in assets across all 50 U.S. states.
Company details
Funding
Total raised
$660M
Last stage
Series E
Investors
Founders
Aaron Schumm
Founder, CEO, and Chairman of Vestwell. Previously co-founded FolioDynamix (acquired by Envestnet). Holds a B.S. in Finance from University of Illinois and an MBA from Duke University's Fuqua School of Business.
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