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

Aaron Schumm

Brian Guerra

John Farmakis

Douglas Magnolia

Danya Dumbrill Early

Jon Mark

Patty Kim

Ryan Anderson

Richard Tatum

Rob Molchon

Allison Brecher

Dave Sheen

Jonathan Ferrara

The founding team of Vestwell has a history of strategic advising and investing in companies within the financial industry. They have been involved in the acquisitions of FMG Suite and Quovo by other companies and have also served on the board of directors for Chalice Financial Network. The team's educational backgrounds are in finance and business, with degrees from Duke University and the University of Illinois Urbana-Champaign.

Founding Team

Board of Directors

Leadership Team

CEO and Executive Team

Founding Team

About

Team members

Other teams at Vestwell

Board of Directors

Leadership Team

CEO and Executive Team