Vestwell Announces Funding Led By Goldman Sachs
Vestwell Holdings Inc. raised $30 million from Goldman Sachs Principal Strategic Investments. The technology platform for retirement plans offers companies a way to manage employees’ 401(k) retirement plans.
How Fintech is Reshaping Retirement Planning
Thanks to technology, financial planning no longer exists exclusively in the domain of the elite. Aaron Schumm, CEO of Vestwell explains how fintech has reshaped the retirement landscape.
Simplifying Retirement Planning with Vestwell
Aaron Schumm, Founder & CEO of Vestwell joins Asset TV to explain how his company gives advisors the tools they need to better service their clients. He details how Vestwell simplifies the complicated retirement planning process and shares some of the advantages both plan sponsors and employees can enjoy in working with an advisor who uses Vestwell.
Collaboration in Financial Advising
Aaron Schumm, Founder and CEO of Vestwell comments on the growing collaborative nature of the financial advisory industry and discusses the practice of leveraging technology to engage clients.