dailyVest

Financial ServicesArizona, United States2-10 Employees

dailyVest is a fintech company focused on helping financial service providers leverage investor account data through tools for plan sponsor reporting and investment performance reporting. Its platform aims to deliver Retirement Plan Health scores that automatically suggest steps to engage participants and improve outcomes, supporting retirement readiness initiatives for plans and their participants.
Based in Tucson, Arizona, the company serves financial services customers and partners, including organizations like WEX Health and other plan sponsors, positioning itself within the retirement and plan analytics segment of the financial services industry. Founded in 2001, dailyVest emphasizes improving investment capabilities and participant engagement through its health-score based approach, while pursuing collaborations to enhance its PlanAnalytics platform. A recent partnership growth is reflected in collaborations announced in 2018 to bolster its offering and broaden adoption.

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