Portfolio Jobs

Vestwell

vestwell.com

Vestwell is a financial technology company that provides a digital savings platform enabling businesses, advisors, institutions, and individuals to offer and manage a range of savings and retirement plans. The platform supports workplace retirement options like 401(k) and 403(b) plans, as well as benefits tied to education, emergency funds, student loan repayment, and disability savings. Vestwell’s system integrates administration, plan design, and compliance tools into a unified interface that connects with payroll and financial partners. It delivers customizable savings solutions across multiple plan types, helping organizations simplify benefit offerings and individuals manage long-term financial goals. Vestwell provides a comprehensive suite of workplace savings solutions, including retirement plans (401(k), 403(b), and IRA's), student loan repayment benefits, and specialized accounts for education (529 college accounts), child savings accounts (CSA's), emergencies (ESA's), and disability savings (ABLE accounts). Today (2025), Vestwell has over 350,000 businesses on the platform, 1.5M+ active savers, and oversees $35B in assets. Trusted by financial advisers, employers, payroll providers, financial institutions, and government agencies, Vestwell has a commitment to closing the savings gap and fostering a secure financial future for all. Vestwell provides the accessible savings technology everyone deserves. For more information, visit www.vestwell.com.