Vestwell
Vestwell's Overview
Vestwell is a fintech company transforming the retirement industry by providing a modern, cloud-based platform for workplace savings programs, including 401(k)s and 403(b)s. They aim to make these plans more accessible, affordable, and easier to manage for employers and employees alike. Vestwell partners with financial advisors, payroll providers, and other financial institutions to deliver their solutions, focusing on leveraging technology to simplify retirement savings for everyone.
Where is Vestwell's Headquarters?
HQ Function
Serves as the central hub for executive leadership, product development, engineering, sales, marketing, and operations, driving the company's overall strategy and innovation in the retirement savings space.
Notable Features:
Located in a modern office space in Manhattan, designed to foster collaboration and innovation. The office likely features open-plan layouts, technologically advanced meeting rooms, and amenities typical of a progressive tech company.
Work Culture:
Characterized by a fast-paced, innovative, and mission-driven environment. Employees are passionate about making retirement savings accessible and often reflect a collaborative, tech-forward, and client-focused approach. There's a strong emphasis on problem-solving and improving the financial well-being of individuals.
HQ Significance:
The New York City headquarters places Vestwell at the epicenter of the financial services and technology industries, allowing access to top talent, proximity to key partners and clients, and a vibrant ecosystem for growth and innovation.
Values Reflected in HQ: The headquarters likely reflects Vestwell's core values of innovation, transparency, collaboration, accessibility, and a commitment to modernizing the retirement industry through user-friendly technology and exceptional service.
Location:
Vestwell primarily operates and focuses its services within the United States market, specializing in U.S. workplace savings programs such as 401(k)s and 403(b)s, which are governed by U.S. regulations. While its platform is cloud-based and accessible from anywhere with an internet connection, its core client base, partnerships, and regulatory compliance are U.S.-centric. The company supports a distributed workforce with some employees working remotely, but does not currently have formal international office operations for client-facing services.
Street Address:
1 W 25th St
City:
New York
State/Province:
NY
Country:
USA
Vestwell's Global Presence
Dallas, Texas, USA
Address: [Specific address not publicly prominent, operates within a commercial office space in the Dallas Fort Worth metroplex]
To tap into the talent pool in the Dallas Fort Worth area, enhance client support capabilities, and contribute to the company's overall growth strategy by diversifying its geographical presence within the U.S.
Buying Intent Signals for Vestwell
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Executive Team of Vestwell
As of April 2025, Vestwell' leadership includes:
Investors of Vestwell
Vestwell has been backed by several prominent investors over the years, including:
Executive New Hires/Exits in the Last 12 Months
Over the past 12 months (approx. mid-2023 to mid-2024), Vestwell has strategically bolstered its executive team with key appointments, particularly in operations and technology, to support its ongoing growth and platform development. There have also been internal transitions reflecting evolving strategic priorities. No major executive departures have been publicly announced during this period.
New Appointments:
Technology (Tech Stack) used by Vestwell
Discover the tools Vestwell uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Vestwell Email Formats and Examples
Vestwell commonly utilizes an email format that combines the first initial of an employee's first name with their full last name. While this is the most frequently observed pattern, other formats might be used in specific cases or for certain departments.
[first_initial][last]@vestwell.com
Format
jdoe@vestwell.com
Example
70%
Success rate
News and media
PR Newswire • January 9, 2024
Vestwell Appoints Richard Tatum as Chief Operating Officer
Vestwell announced the appointment of Richard Tatum as its new Chief Operating Officer. Tatum brings extensive experience in scaling operations and will be responsible for overseeing Vestwell's operational strategies as the company continues its rapid growth in the workplace savings industry....more
Business Wire • October 24, 2023
Vestwell Acquires Heidi to Expand Small Business Retirement Plan Accessibility
Vestwell announced its acquisition of Heidi, a digital 401(k) recordkeeping platform, to further enhance its offerings for small businesses. This strategic move aims to make retirement plans more accessible and affordable for the SMB market, with Heidi's CEO joining Vestwell to lead SMB strategy....more
PR Newswire • June 27, 2023
Vestwell Names Rob Molchon as Chief Technology Officer
Vestwell appointed Rob Molchon as its new Chief Technology Officer. Molchon will lead the company's technology vision, strategy, and execution, focusing on advancing Vestwell's platform capabilities and innovation in the retirement technology space....more
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