Bridging the Savings Gap: Vestwell's Journey to Fintech Unicorn

Growth Leaders of Wealth Management

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Can a fintech company really bridge the American savings gap and go from 0 to 1.1 million users in just seven years? Vestwell is doing just that by revolutionizing how financial services thinks about savings.

We’ll talk about how Vestwell transformed 401(k) administration through configurable technology and strategic partnerships with major advisory firms like Morgan Stanley and JP Morgan. Join us as we explore Vestwell's journey with Founder and CEO Aaron Schumm, Board Directors Lori Hardwick and Logan Allin, and Doug Magnolia, Chief Customer Officer and President of Vestwell State Savings.

Connect with us:

Meg Carpenter on LinkedIn
Aaron Schumm on LinkedIn
Doug Magnolia on LinkedIn
Logan Allin on LinkedIn
Lori Hardwick on LinkedIn

Want to learn more…

Visit ficommpartners.com

9 Episoden

#Business #Meg Carpenter