July 24, 2019 5:28 AM ET

Software

Company Overview of Vestwell Holdings, Inc.

Company Overview

Vestwell Holdings, Inc. develops digital retirement platform. It provides its services to advisors, employers, employees, and partners. The company was founded in 2016 and is based in New York, New York.

22 West 38th Street

10th Floor

New York, NY 10018

United States

Founded in 2016

Phone:

917 979 5358

Key Executives for Vestwell Holdings, Inc.

Chief Technology Officer
Executive Vice President of Sales
Compensation as of Fiscal Year 2019.

Vestwell Holdings, Inc. Key Developments

Vestwell Holdings, Inc. Presents at 2019 Fintech Conference, Jun-06-2019 10:30 AM

Vestwell Holdings, Inc. Presents at 2019 Fintech Conference, Jun-06-2019 10:30 AM. Venue: Credit Suisse Office, New York, New York, United States. Speakers: Aaron Schumm, Founder & CEO, Christian Romano, Sales.

Vestwell Holdings Inc. Presents at Evercore ISI Industrials/Housing/Airlines Conference and Evercore ISI Payments Conference 2019, Mar-07-2019 02:00 PM

Vestwell Holdings Inc. Presents at Evercore ISI Industrials/Housing/Airlines Conference and Evercore ISI Payments Conference 2019, Mar-07-2019 02:00 PM. Venue: The St. Regis, New York, New York, United States.

Vestwell Holdings Inc. and BNY Mellon Collaborate to Tackle State-Mandated Ira Programs Nationwide

Vestwell Holdings Inc. announced a strategic relationship with BNY Mellon. Together, the firms will now offer 401(k), 403(b), and employer-sponsored IRA plans to BNY Mellon clients, accessible via Vestwell's turnkey digital interface. Through the collaboration, Vestwell will be tightly embedded in an open-architecture construct and offered to BNY Mellon clients nationwide. A Jointly, the platform will allow companies to bring modern solutions to state sponsored retirement programs as well as advisor-led 401(k), 403(b) and IRA programs.

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Recent Private Companies Transactions

Type
Date
Target
Private Placement
March 25, 2019
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