Vestwell

Vestwell is a financial technology company specializing in modernizing workplace retirement plans. They provide a digital platform that streamlines the process of managing 401(k) and 403(b) plans for employers, financial advisors, and employees. Vestwell makes money through service fees charged to plan sponsors and asset-based fees from managed assets. Founded in 2016, the company has quickly gained traction by addressing inefficiencies in the retirement planning industry and securing significant investments to fuel its growth.

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