Vestwell is the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans). They remove the friction points of confusion, cost, and compliance that come with traditional retirement plans through their easy-to-use digital platform, flexible plan design and i... Read more



Series C




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Aaron Schumm
Founder and Chief Executive Officer
Dave Sheen
Chief Financial Officer
Rob Molchon
Chief Technology Officer
Ryan Anderson
Chief Product Officer
Jonathan Ferrara
COO, Head of Custody Platform Solutions
Allison Brecher
General Counsel & Chief Privacy Officer
Richard Tatum
President, Vestwell Workplace Savings
Ann-Marie Gorczyca
Senior Vice President, Client Services & Operations
Patty Kim
SVP, Head of People
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