Lifetime Income Solution Vestwell is set to launch a lifetime income solution in partnership with TIAA in 2025. Businesses looking to provide guaranteed retirement income options to their employees may find value in exploring this new offering, potentially opening doors for collaboration.

Workplace Retirement Solutions With the recent launch of a workplace retirement solution in partnership with Alera Group, Vestwell demonstrates a commitment to helping small businesses manage retirement plans efficiently. Prospective clients seeking tailored retirement solutions for their organizations can benefit from Vestwell's expertise in this area.

Investment Platform Funding Vestwell's successful Series D funding round, led by Lightspeed China Partners, infused $125 million into the company. This financial backing signals growth opportunities for investors looking to engage with a well-capitalized and innovative savings and investment platform like Vestwell.

Savings Industry Report Vestwell's release of the annual Savings Industry Report positions the company as a thought leader in the employer and individual savings space. Sales professionals can leverage this report to engage with prospects, showcasing Vestwell's expertise and market insights.

Strategic Partnerships Through strategic partnerships with industry players like TIAA, Vestwell expands its reach and service offerings. Sales teams can capitalize on Vestwell's collaborative approach to offer clients comprehensive financial solutions, potentially attracting businesses seeking robust financial services partnerships.