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What is Vestwell?

Vestwell is the modern fintech engine powering savings and investment programs for small businesses and individual savers across the country. We’re helping to close the savings gap by offering a flexible, cost-effective, modern solution to save for the critical aspects of life - retirement, education, and healthcare.

Advantages

  • Retirement plan management
  • Investment tracking
  • Employee onboarding tools
  • Automated compliance checks
  • Customizable plan options
  • User-friendly dashboard
  • Client reporting features
  • Dedicated support team

Company

location
New York City, USA
founded year
2016
employee size
100-500
parent company
Vestwell Holdings, Inc.

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