Vestwell

Description

• Vestwell makes it easier for everyone to save more for retirement through 401(k) & defined contribution plans. Our mission is to provide financial advisors with a modern platform which reduces fees, increases transparency and ensures compliance in a quickly shifting regulatory landscape. Vestwell's turnkey solution modernizes the traditional and dated 401(k), 403(b), and defined contribution solutions by combining the best parts of automated investing with the human touch that only trusted advisors can provide. The full product suite includes investment services, trading, administration, custody, recordkeeping, and trustee services. The recent U.S. Department of Labors conflict of interest rule changes the way investment advisors will have to run their firms. While existing retirement solutions can put advisorsand companiesat risk, Vestwell assumes 3(38) and 3(16) fiduciary responsibility which ultimately reduces both financial cost and legal liability. Companies can now help their employees save for retirement at a fraction of the cost traditional providers charge. We partner with financial advisors to get the guidance and knowledge needed, while we looking out for the best interest of companies and employees. We believe its best to let trained investment professionals remain fully accountable for selecting the right products and providing the best service. This way, you and your employees can stay focused on building your business, not moonlighting as investment managers. Learn more, at Vestwell.com
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  Headquarters:110 Wall St , New York, New York, United States

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  Phone Number: +1 646-902-1401

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  Website: https://www.vestwell.com

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  Employees:84

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  Revenue:$10 - 50M

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  Legal Name:Vestwell

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• |  NAICS Code: 524298  |

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