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 investments, and lower cost-to-serve. Vestwell was built to work with advisors, accountants, and other financial professionals, where we become an extension of their practice while helping them scale through technology.

Finance

Vestwell

Vestwell's headquarters in New York, NY, United States

Aaron Schumm

Douglas Magnolia

Rob Molchon

Scott Yin

Ryan Anderson

Nicole Wood

Kian Rafia

John Farmakis

Jon Mark

Patty Kim

Allison Brecher

Dave Sheen

Logan Allin

Justin Overdorrf

Lori Hardwick

The Leadership Team at Vestwell is responsible for setting the strategic direction and vision of the company, ensuring alignment across all departments to drive innovation and operational efficiency in workplace savings and investment solutions. They oversee key functions including finance, technology, product development, legal compliance, and customer engagement, fostering a collaborative environment that empowers employees and enhances partnerships with financial professionals. In addition, the Leadership Team focuses on cultivating a strong company culture and guiding the company towards sustainable growth in a competitive market.

Leadership Team

The Client Success and Relationship Management team at Vestwell is dedicated to ensuring that clients—advisors, accountants, and financial professionals—receive exceptional support and guidance throughout their engagement with the company's workplace savings and investment solutions. This team focuses on onboarding new clients, optimizing their experience with Vestwell's platform, and fostering long-term relationships by addressing client needs, facilitating seamless implementations, and driving satisfaction and success in their retirement programs.

Client Success and Relationship Management

The Product Development and Engineering team at Vestwell is responsible for designing and building innovative digital solutions that streamline workplace savings and investing programs. This team collaborates closely with cross-functional partners to enhance user experience, ensure compliance, and integrate cutting-edge technology, ultimately driving the evolution of Vestwell's platform to better serve clients and financial professionals. Their focus on agile methodologies ensures rapid development and deployment of high-quality products that address the needs of modern retirement planning.

Product Development and Engineering

The Operations and Implementation team at Vestwell focuses on seamlessly onboarding clients and ensuring the effective delivery of retirement savings solutions. They manage the operational processes for payroll and retirement plan administration, work closely with enterprise relationships, and provide ongoing support to both clients and internal teams. Their goal is to streamline implementation and enhance client satisfaction while fostering long-term partnerships with financial professionals.

Operations and Implementation

The Marketing and Communications Team at Vestwell is responsible for developing and executing strategies to promote the company’s innovative workplace savings solutions. They create engaging content, manage partnerships, and organize events to enhance brand awareness and communicate the value of Vestwell’s platform to advisors and financial professionals. By leveraging data-driven insights, they aim to effectively position Vestwell as a leader in modern retirement planning.

Marketing and Communications Team

The Legal and Compliance Team at Vestwell ensures that the company's operations and products adhere to all applicable laws and regulations, particularly in the financial services sector. They provide legal guidance on compliance matters, manage risk assessment protocols, and oversee regulatory reporting, all while safeguarding client privacy and the integrity of the organization's digital platform. This team plays a crucial role in maintaining trust and transparency with advisors, accountants, and end-users of Vestwell's savings and investment solutions.

Vestwell

Org chart

Board & advisors

Teams

Leadership Team

Client Success and Relationship Management

Product Development and Engineering

Operations and Implementation

Marketing and Communications Team

Legal and Compliance Team

Offices

Vestwell

Org chart

Board & advisors

Teams

Leadership Team

Client Success and Relationship Management

Product Development and Engineering

Operations and Implementation

Marketing and Communications Team

Legal and Compliance Team

Offices

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