Vestwell
The engine powering modern-day workplace savings and investing programs.
Overview
Vestwell is a technology company that provides the underlying infrastructure for workplace savings programs like 401(k)s and 403(b)s. Their modern, cloud-based platform serves as the engine for financial institutions, payroll providers, and financial advisors who want to offer retirement plans to their clients. Vestwell's open-architecture platform is designed to be flexible, scalable, and easy to use, reducing the administrative burden for plan sponsors and advisors.
✨ Key Features
- Digital recordkeeping platform
- Open architecture (unbundled)
- Fiduciary oversight (3(16) and 3(38) services)
- Payroll integration APIs
- Advisor and sponsor portals
- Participant experience tools
🎯 Key Differentiators
- Technology-first, API-driven platform
- Unbundled, open-architecture model allows for flexibility
- Focus on empowering partners (advisors, institutions) rather than selling direct
Unique Value: Provides the modern technology engine that enables financial advisors and institutions to power and scale their workplace savings programs, without the constraints of legacy systems.
🎯 Use Cases (4)
✅ Best For
- Providing the technology backbone for financial advisors and institutions to offer and administer 401(k) plans for small and medium-sized businesses.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Direct-to-business sales (primarily a channel-driven model)
- Companies looking for a single, all-in-one provider that is also the asset manager
🏆 Alternatives
Offers a more flexible, unbundled, and technology-forward platform compared to traditional recordkeepers, and a more partner-focused model than direct-to-business robo-advisors.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
🔒 Compliance & Security
💰 Pricing
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