Vestwell

Vestwell

Modern workplace savings platform for retirement, education, emergency savings, ABLE, and government savings programs.

500K+ businesses enabled
Clients
2016
Founded
4
Products

About Vestwell

Modern workplace savings platform for retirement, education, emergency savings, ABLE, and government savings programs. Vestwell helps employers, advisors, payroll and benefit partners, financial institutions, and government agencies offer savings products with payroll sync, compliance, administration, and participant support.

Products & Solutions

Workplace retirement plans
Traditional 401(k), Safe Harbor 401(k), Solo(k), Starter(k), 403(b), and state auto IRA programs
Education savings
529 education savings, student loan repayment, and tuition reimbursement benefits
Emergency savings and ABLE
Emergency savings and ABLE disability savings programs for employers and public-sector partners
Partner platform
Co-branded savings infrastructure for payroll, benefits, advisor, financial institution, and government partners, including integrations with QuickBooks Online Payroll, Gusto, ADP Workforce Now, and Paychex Flex

Solution Categories

Embedded BenefitsWealth ManagementEmbedded Payroll

Target Markets

Small & Medium BusinessesEnterprisePayroll ProvidersHR Platformsfinancial-institutionsWealth Managementgovernments

Deployment Options

CloudSaaS

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