Vestwell reviews from startup founders

May 12, 2018

As a 401(k) provider, we obviously use our own tool when it comes to retirement plans. We were our first 401(k) client. Interestingly enough, we work with a lot of venture capital companies and their portfolios which end up coming to us. Vestwell is a great solution because it makes a very difficult, cumbersome, and confusing process for smaller businesses a whole lot easier. The technology grows as you scale to interact in a simpler way and reduces the overall fees and expenses that go with providing a retirement plan so that starting one is no longer prohibitively expensive. We also take over all the legal aspects that come with the process to make it even easier.

Aaron Schumm

Founder & CEO - Vestwell

Stacklist Stats

1%Stacklist Startups Are Using Vestwell

Vestwell - Best Benefits Tools for Startups

Vestwell is a turnkey solution for financial advisers providing them with the ability to offer clients a retirement plan without taking on the risk and costs typically associated with creating one. Vestwell’s digital platform allows for seamless plan design, automated on-boarding, and low-cost investment strategies. It is designed to work as an extension of your advisory firm, helping you serve your customers better by automating the repetitive parts of your job.

Vendor info

Visit the website: http://vestwell.com/

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