Vestwell

About Vestwell

<p>Built around a digital recordkeeping platform, Vestwell runs workplace retirement and savings programs for employers and advisor partners. Founded in 2016, the firm is headquartered in New York City and works with plans across the U.S., with services available in multiple languages and supported by payroll integrations.</p> <p>Vestwell handles retirement plan recordkeeping and administration for 401(k), 403(b), Solo(k), and Starter(k) plans. It also supports education and specialty savings programs, including 529 plans, student loan repayment benefits, emergency savings, and ABLE accounts.</p> <p>For plan sponsors that want to outsource key fiduciary tasks, Vestwell offers 3(16) administration, 3(21) investment fiduciary support, and 3(38) investment management, along with compliance services. Vestwell Advisors, LLC is an SEC-Registered Investment Adviser.</p> <p>As of 2025, Vestwell reports 12,086 clients and $34.9B in AUM. A key differentiator is the way the platform combines recordkeeping, payroll connectivity, and fiduciary services under one roof.</p> <ul> <li>Digital recordkeeping and plan administration</li> <li>3(16), 3(21), and 3(38) fiduciary services</li> <li>Compliance support for workplace plans</li> <li>Plan types: 401(k), 403(b), Solo(k), Starter(k)</li> <li>Other programs: 529, ABLE, emergency savings, student loan repayment</li> </ul>

Website: https://www.vestwell.com/

Founded: 2016

Employees: 350