Vestwell

  • Financial Services
  • New York NY
  • 440 employees
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Company Overview

Headquarters
360 Madison Ave, New York NY
Website
vestwell.com
Phone
(646) 902-1401
Employees
440
Founded in
2016
Industry
Financial Services
NAICS Code
NAICS Code 51 Companies
NAICS Code 513 Companies
NAICS Code 5112 Companies
NAICS Code 511 Companies
SIC Code
SIC Code 737 Companies
SIC Code 73 Companies
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Financials & Stats

Revenue

$15B

Total Funding Amount

$43M

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Who is Vestwell

Vestwell Advisors LLC is a registered investment advisor based in New York, New York. The company is a subsidiary of Vestwell Holdings, Inc. and employs over 464 employees. Vestwell Advisors provides investment management services for qualified retirement plans. They offer a modern fintech platform that powers savings and investment programs for both businesses and individual savers. Vestwell aims to help close the savings gap by providing cost-effective solutions for retirement, education, and healthcare. Vestwell Advisors has a strong track record, managing over $30 billion in assets across 50 states. They are registered with the Securities and Exchange Commission and are dedicated to providing comprehensive financial guidance to their clients. For more information about Vestwell Advisors, Vestwell, and their services, please visit www.vestwell.com.

Company Leadership

Aaron Schumm

Founder, CEO

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Mohammed Patel

Director of Product Management

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Ryan Anderson

Chief Product Officer

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Scott Duncan

Senior Vice President Of Engineering

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Patty Kim

Head of People

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Vestwell Industry Tags

Financial Services
401(k)
403(b)
IRA rollovers
Retirement Planning
Financial Advisors
Defined Contribution Plan
Fintech
Financial SaaS
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Vestwell Tech Stack

JavaScript
HTML
Twitter
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FAQ

What is the location of Vestwell's headquarters?
The headquarters of Vestwell are situated at 360 Madison Ave, New York NY
What is Vestwell's phone number?
Vestwell's contact number is (646) 902-1401.
What is Vestwell's official website?
The official website of Vestwell can be found at vestwell.com.
What is Vestwell's current revenue?
As of December 2023, Vestwell's annual revenue reached $15B.
How many employees does Vestwell currently have?
Vestwell employs approximately 440+ people as of December 2023
Which industries is Vestwell primarily operating in?
Vestwell operates in the following industries: Credit, Finance
Who is the Founder, CEO of Vestwell?
Vestwell's Founder, CEO is Aaron Schumm
What are Vestwell's industry tags?
Vestwell's industry tags include: Financial Services, 401(k), 403(b)
What is Vestwell's total funding to date?
Vestwell has secured $43M as of December 2023
When was Vestwell founded?
Vestwell was founded in 2016.

Employee Directory

Key Employees

Richard Tatum

President, Workplace Savings

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Stephen Jobe

SVP, 529 Group Product Management

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Yagmur Coker

Tech Lead, Secure Choice

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Jeffrey Carr

VP Regional Sales Director

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Matt Golden

Senior Vice President, Secure Choice Group Product Manager

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Albert Chou

Plan Operations Specialist

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Deniz Skantz

QA Automation Engineer

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Gina Maria Lemon

Marketing Director

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John Skovron

Sr. Technical Advisor

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