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AI Prospecting for Vestwell

Vestwell is a digital retirement platform that provides a modern solution for financial advisors, employers, and employees to manage 401(k) plans.
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Company data:

Company size:

450 employees

Industry

Financial Services

Headquarters:

New York, NY, USA

Investment round:

N/A

ARR:

N/A

Key stakeholders

These are the current top-level decision-makers at the company and their LinkedIn profiles. Check them for recent activity and updates

Aaron D. Schumm
Founder & Chief Executive Officer
Robert Molchon
Chief Technology Officer
Douglas James Magnolia
Chief Customer Officer & President, Vestwell State Savings

Latest news about Vestwell

Here are some of the most recent media mentions. Use them in your sales prospecting to qualify a prospect's buyer intent and personalize outreach with the latest company updates

Vestwell has launched a new Emergency Savings Account (ESA) as part of its workplace savings solutions, allowing employees to save for unexpected expenses with flexible enrollment and contribution options, competitive interest rates, and integration with other savings tools like 401(k) and IRA plans[3][5]. Vestwell also partnered with Vermont to power the state's 529 Education Savings program, adding to its administration of Vermont's auto-IRA and ABLE disability savings programs[4].

Vestwell was honored to join the 2025 World Economic Forum (WEF) in Davos, advocating for inclusive, resilient, and future-ready financial systems, and highlighting the need for collaboration to address financial insecurity and bridge the $50 trillion savings gap in the U.S.[1].

Vestwell has been selected to power Vermont's 529 Education Savings program, solidifying its role in administering all three of Vermont's state savings programs, including the auto-IRA retirement program and the ABLE disability savings program, providing a unified platform for residents to save for education, retirement, and disability expenses[4].

Open job positions at Vestwell

This company is actively hiring to fill these roles. Use this for sales prospecting if your solution assists, augments, or provides an alternative for the growing team and position.

VP, Partnership Channel Marketing

Intern, Marketing

Intern, Marketing

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