Vestwell Stock

vestwell.comFinTechFounded: 2016Funding to Date: $42.5MM

Vestwell is the developer of 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.

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Team

Management Team

Aaron Schumm
Founder & Chief Executive Officer
Pamela Rockley
Chief Compliance Officer
Dave Sheen
Senior Vice President of Finance
Drew Lawton
Advisory Board Member
Joe Pampel
Vice President, Operations & Chief Information Security Officer
Allison Brecher
Chief Privacy Officer & General Counsel
Jonathan Ferrara
Senior Vice President, Operations & Platform
John Skovron
Chief Technology Officer
Benjamin Thomason JD
Executive Vice President of Revenue
Joshua Brown
Advisory Board Member

Board Members

Bradley Svrluga
Primary Venture Partners
Lori Hardwick
Brooks Gibbins
FinTech Collective
David Jegen JD
Peter Casella
Point72 Ventures
Aron Miodownik
John Moody
Rana Yared
Goldman Sachs Principal Strategic Investments

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News

Riskalyze chairman Lori Hardwick, Goldman exec Rana Yared joining the retirement fintech's board of directors.
Citing enthusiasm in the industry, Vestwell’s funding came a year earlier than planned, according to the company’s founder.