Vestwell Employee Directory

Financial ServicesNew York, United States201-500 Employees

Vestwell is the modern fintech engine powering savings and investment programs for businesses and individual savers across the country. We’re helping to close the savings gap by offering flexible, cost-effective, modern solutions to save for the critical aspects of life - retirement, education, and healthcare. Vestwell currently powers more than 50,000 businesses, over a million savers, and $30 billion in assets in all 50 states. To learn more visit vestwell.com.

Vestwell Advisors LLC is a subsidiary of Vestwell Holdings, Inc. Vestwell Advisors LLC is an investment advisor registered with the Securities and Exchange Commission and can provide investment management services for qualified retirement plans using the Vestwell platform. For more information about Vestwell, Vestwell Advisors, and our other services, learn more at www.vestwell.com.

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Vestwell Global Highlights

North America
418

United States Of America
417
Canada
1

Europe
3

United Kingdom Of Great Britain And Northern Ireland
2
France
1

Asia
1

India
1

Vestwell's Leadership

P. K.
Chief People Officer
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R. M.
Chief Technology Officer
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J. M.
Chief Operating Officer
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D. S.
Chief Financial Officer
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D. M.
Chief Customer Officer & President Vestwell State Savings
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R. A.
Chief Product Officer
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S. C.
Chief Marketing Officer
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J. P.
Chief Security Architect, Vp It Security At Vestwell
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Vestwell Employee Metrics

100%

50%

0%

2024

2023

Engineering
Operations
Sales
Solutions Engineering
Product Management
Other
Customer Success

Contact profiles from Vestwell

Name

Title

Contact Info

Location

Last Update

R. T.
President, Workplace Savings
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Email
Oct 07, 2024
S. C.
Chief Marketing Officer
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Email
UNITED STATES
Mar 07, 2023
C. R.
Vp, Sales
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Email
United StatesNew York
Oct 07, 2024
G. L.
Vice President, Workplace Solutions Sales
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Email
United StatesMassachusetts
Oct 02, 2024
E. L.
Svp- National Sales Manager- Advisor & Tpa Distribution
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Email
United StatesNew York
Oct 07, 2024
L. S.
Vp Of Revenue Operations
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Email
Oct 09, 2024
S. J.
Svp, 529 Group Product Management
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Email
United States
Oct 19, 2023
A. C. H.
Regional Vice President, Partner Channel Sales - Western Us
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Email
United StatesCalifornia
Mar 30, 2024
A. M.
Svp, Sales And Strategy
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Email
United StatesNew York
Oct 07, 2024
J. C.
Vp Regional Sales Director
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Email
United States
Jun 20, 2023

Frequently Asked Questions

What is Vestwell known for?

Vestwell was founded in 2016 operates in the Financial Services industry. The company's main headquarters is located in 360 Madison Ave New York, NY 10017 US. Explore Vestwell's company overview page for more information.

What is Vestwell's most common email format?

Vestwell employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Vestwell email formats with LeadIQ.

How many employees does Vestwell have currently?

Vestwell has approximately 436 employees as of September 2024. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are Vestwell's key employees and leadership?

As of September 2024, Vestwell's key employees include:

Chief People Officer: P. K.
Chief Technology Officer: R. M.
Chief Operating Officer: J. M.
Chief Financial Officer: D. S.
Chief Customer Officer & President Vestwell State Savings: D. M.

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