Vestwell

We founded Vestwell in 2016 as a digital savings platform to make saving for life’s important moments accessible. We provide a suite of workplace savings solutions, including retirement plans (401(k), 403(b), IRA rollovers, and defined contribution plans), student loan repayment benefits, and specialized accounts for education (529), emergencies, and disability savings (ABLE).

Financial advisors, employers, payroll providers, financial institutions, and government agencies use our platform. Our platform powers nearly 1.5 million savers at over 350,000 businesses nationwide, with over $35 billion in assets saved across all 50 states. For employers, the platform streamlines management with automated payroll sync supporting over 190 providers. We also provide custom-built benefits and personalized support. For advisors, we simplify plan setup and management, offering flexible and holistic savings options, including whitelabeled partnerships. Individuals can manage various savings accounts from one portal, with educational tools and support available in 18 languages.

We also partner with governments, powering over 85% of their retirement savings programs. We’ve been recognized by CNBC as one of the World’s Top Fintech Companies and featured on lists like Inc. 5000 and Forbes America’s Best Startup Employers. WealthManagement.com gave us their Retirement Plan Advisor Support Award, and we’ve been named among Built In’s Best Places to Work and PLANSPONSOR’s Top 10 Recordkeepers. We have 201-500 employees.

Our mission is to close the savings gap and build a culture of financial wellness for all. We aim to make saving for life’s most important milestones accessible to everyone and to transform how America saves, one solution and one saver at a time.

Our core values guide us:

• Act like an owner: We empower team members to help close the savings gap.
• Look for the better way: We innovate to find better solutions to address industry norms.
• Embrace the difficult: We take on complex challenges for the largest positive impact.
• Help me, help you, help us: We build relationships based on trust, equality, respect, and support.

Our team of 201-500 employees works in a hybrid environment, with offices in Midtown Manhattan, Austin, King of Prussia, and Phoenix. We foster a culture driven by innovation, fueled by collaboration, and inspired by the impact we create for millions of savers. We have a strong focus on learning and development, and we emphasize creating an environment where team members feel empowered.

• Competitive health coverage
• Generous vacation, safe/sick time, and leave policies
• Strong focus on learning and development
• Hybrid work environment
• A 401(k) plan, with company contributions
• Dedicated Employee Wellbeing Committee and wellbeing initiatives
• Eligibility for our company bonus pool
• Eligibility to receive new hire equity in the company
• Access to bright, comfortable offices in multiple locations (Midtown Manhattan, Austin, King of Prussia, Phoenix)