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
560

United States Of America
557
Canada
3

Europe
5

United Kingdom Of Great Britain And Northern Ireland
3
France
1
Portugal
1

Asia
1

India
1

Vestwell's Leadership

P. K.
Chief People Officer
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J. M.
Chief Operating Officer
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R. M.
Chief Technology 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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D. D. E.
Chief Strategy Officer
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M. W.
Chief Compliance Officer
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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

D. D. E.
Chief Strategy Officer
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Email
United StatesNew York
Nov 14, 2024
J. F.
Coo - Vestwell Trust Co. & Managing Director, Platform Solutions
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United StatesNew Jersey
Nov 15, 2024
M. K.
Ciso & Svp Information Systems, Compliance & Governance
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Email
Nov 15, 2024
C. C.
Owner
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United StatesCalifornia
Oct 23, 2024
M. W.
Chief Compliance Officer
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United StatesOhio
Oct 21, 2024
S. C.
Chief Marketing Officer
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UNITED STATES
Mar 07, 2023
P. M.
Vp, Strategic Partnerships
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Email
Nov 15, 2024
K. B.
Avp, Regional Director
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United StatesNew York
Nov 14, 2024
J. F.
Managing Director, Head Of Business Development & Solution Design
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Email
Nov 15, 2024
T. S.
Divisional Vice President- Western Us
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Email
Nov 15, 2024

Frequently Asked Questions

What is Vestwell known for?

Vestwell 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 201 employees as of November 2024. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are Vestwell's key employees and leadership?

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

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

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