The Vestwell Stacklist

Vestwell

Vestwell is a digital retirement platform that makes it easier to offer and administer retirement plans, especially in the small-to-mid-sized market. Through tools and technology, we’ve brought all the necessary retirement services under one roof to target common friction points typically felt throughout the plan lifecycle. This means advisors can effectively scale their businesses, while offering clients streamlined administration, flexible investment options, fiduciary oversight, and transparent pricing.

Aaron Schumm

Founder & CEO

Tools Vestwell Is Using

BI / Analytics


Klipfolio


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CRM


Salesforce


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Communication & Collaboration


GoToMeeting


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UberConference


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Slack


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Content Marketing


Customer Service


Intercom


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Email Marketing


Pardot


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MailChimp


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File Sharing


File Sharing


Finance & Accounting


Intacct


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HR


Vestwell


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HR


Justworks


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Hiring


AngelList


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Workable


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Productivity


Boomerang


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Zapier

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Productivity


Calendly


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Project Management


Confluence


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JIRA


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Project Management


Trello


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