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Vestwell

vestwell.com
Vestwell is a financial technology company founded in 2016 that provides a workplace savings platform for employers and financial advisors, offering retirement plans, student loan repayment benefits, and specialized accounts for education, emergencies, and disability savings.
DCNDACMGMPATJGAK
2016201-1000 emp
New York, New York
Financial Services
NAICS 52
TECH STACK
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Vestwell campaignconsultative3000 target
Companies like Vestwell — Financial Services, 201-1000
“Position Vestwell to employers and advisors looking to expand employee financial wellness with simple, modern retirement and savings benefits.”
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Companies 45
Decision-makers 39
Emails 20
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Companies like Vestwell — competitors and alternatives

CompanyWhat they doLocationSizeHiring
Vestwellvestwell.com
DSBKKL
Vestwell is a financial technology company founded in 2016 that provides a workplace savings platform for employers and financial New York, New York201-1000
Guidelineguideline.com
RTMOWF
Guideline (now part of Gusto) is a low-cost, highly automated 401(k) and retirement plan provider that offers Starter, Core, and EBurlingame, California51-200
Bettermentbetterment.com
PLCGWG
Betterment is an automated investing and financial planning platform that helps individuals grow money through goal-setting tools,New York, New York201-1000
Wealthfrontwealthfront.com
NLKPTS
Wealthfront is a robo-advisor financial services company that combines automated investing with high-yield cash management, offeriPalo Alto, California201-1000
Personal Capitalpersonalcapital.com
ABABCG
Personal Capital (Empower) is a personal finance and wealth management platform that gives individuals a free dashboard to view alRedwood City, California1001-5000
Charles Stanley Directcharles-stanley-direct.co.uk
KACLRM
SoFi is a values-driven financial services company on a mission to help members get their money right, creating modern financial pSan Francisco, California5000+
RCSWNT
Acorns is an automated investing and banking app that helps everyday Americans save and grow money by automatically investing sparIrvine, California201-1000
Ellevestellevest.com
ABHSAP
Ellevest is an SEC-registered, fee-only investment advisory firm founded in 2014 that helps women and families build wealth througNew York, New York11-50
SHAFAT
Stash is a personal finance and investing app that helps users start investing with fractional shares, personalized advice, and a New York, New York201-1000
AMSTKL
Empower is a personal finance platform that helps over 20 million people manage money across personal strategy, IRAs, high-yield cGreenwood Village, Colorado5000+
PBSRAB
ADP is a global payroll and HR services company founded in 1949, serving over one million companies across 140 countries with payrRoseland, New Jersey5000+
RKDJBC
Paychex (Nasdaq: PAYX) is a leading provider of integrated human capital management solutions for payroll, benefits, human resourcRochester, New York5000+
Tpsuniversitytpsuniversity.com
TPSU (The Plan Sponsor University) is a continuing education provider for HR professionals, benefits specialists, business owners,Jupiter, Florida11-50
CMDOKA
401GO is a fintech retirement benefit platform that offers fast, affordable 401(k) plans for businesses of all sizes, built on proSandy, Utah51-200
Myubiquitymyubiquity.com
Ubiquity Retirement + Savings is a small-business 401(k) provider founded in 1999 that offers flat-fee, full-service retirement plSan Francisco, California51-200
BullVC is a secondary stock investment fund that buys shares directly from founders, employees, and early investors of private tecPark City, Utah1-10
Nasdaq Private Marketnasdaqprivatemarket.com
Nasdaq Private Market operates a proprietary secondary trading marketplace and liquidity platform for private company stock, conneNew York, New York51-200
AB401k is a modern 401(k) plan provider for companies small and large, eliminating brokers, commissions, 12b-1 fees, and proprietaScottsdale, California51-200
Benetic is a technology solution for retirement plan service companies, founded in 2019 and based in Jackson, Wyoming, serving theJackson, Wyoming11-50
Strongpoint Partnersstrongpointpartners.com
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated third-pChicago, Illinois201-1000
Income Discoveryincomediscovery.com
Income Discovery is a financial services company that provides a one-click income planning and income delivery platform for retireLiberty Corner, New Jersey11-50
Zoe Financialzoefin.com
Zoe Financial is a platform that connects users with vetted, fiduciary financial advisors to help them grow their wealth. The compNew York, New York51-200
Backofficeconnectionbackofficeconnection.com
Back Office Connection (BOC) is a full-service outsourcing firm serving Registered Investment Advisors and Wealth Managers, delivePoulsbo, Washington11-50
Capital Preferencescapitalpreferences.com
Capital Preferences is a decision science technology and research firm that uses gamified client discovery experiences and an insiNew York, New York11-50
7 Simple Machines7simplemachines.com
7 Simple Machines builds retirement plan automation software for TPAs, auditors, and retirement professionals, including the DynamSeattle, Washington11-50
Ijoinsuccessijoinsuccess.com
iJoin is a retirement plan technology platform that helps recordkeepers and financial advisors deliver personalized, goal-based reScottsdale, Arizona11-50
Ubiquityubiquity.com
Ubiquity is a BPO and CX outsourcing provider headquartered in New York City with delivery locations in Europe, Asia, and the AmerNew York, New York5000+
Plan Noticeplannotice.com
Plan Notice is a compliance and notice distribution service for 401(k) retirement plans that sends regulatory notices, locates misNew Orleans, Louisiana11-50
GLOBAL SHARES UK LIMITEDglobalshares.com
Global Shares (J.P. Morgan Workplace Solutions) is a global equity compensation and cap table management platform that provides fuPalo Alto, California201-1000
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Vestwell is a financial technology company founded in 2016 that provides a workplace savings platform for employers and financial advisors, offering retirement plans, student loan
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Frequently asked questions about Vestwell

What does Vestwell do?

Vestwell is a financial technology company founded in 2016 that provides a workplace savings platform for employers and financial advisors, offering retirement plans, student loan repayment benefits, and specialized accounts for education, emergencies, and disability savings.

Who are Vestwell's competitors?

Companies like Vestwell include Guideline, Betterment, Wealthfront, Personal Capital, Charles Stanley Direct. See the full list of 24 competitors and alternatives above.

How many employees does Vestwell have?

Vestwell has approximately 201-1000 employees and is in the Financial Services industry.

Where is Vestwell headquartered?

Vestwell is headquartered in New York, New York.

What industry is Vestwell in?

Vestwell operates in the Financial Services industry.

Who are the decision-makers at Vestwell?

Key decision-makers and buying contacts at Vestwell are listed above, including leaders across executive, finance, sales and operations.