Vestwell: Detailed Company Information & Corporate Profile
Contact top employees from
Vestwell
Summary
Vestwell is a private company that has been in the industry for 10 years. The company currently specializes in the Financial Services, Fintech areas. The position of the Co-Founder & CEO is occupied by Aaron Schumm. Its headquarters is located at New York, New York, USA. The number of employees ranges from 100 to 250. The annual revenue of Vestwell varies between 100M and 500M. Total funding of the company - $114.7M. To connect with Vestwell employee register on SignalHire.
| Vestwell Website | vestwell.com |
| Social Links |    |
| Phone Number | (917) 979-5358 |
| Industries | |
| Vestwell Headquarters address | 360 Madison Ave, New York, NY, 10017 US |
| Company Size | 500-1000 employees |
| Specialties | Financial Services, 401(k), 403(b), IRA rollovers, Retirement Planning, Financial Advisors, Defined Contribution Plan, Student Loan Repayment, Emergency Savings, Payroll Integrations, Savings Platform , Financial Workplace Benefits, Employment Benefits, 529 Education Savings, ABLE Disability Savings, Retirement Plan Recordkeeper, Government-Facilitated Savings Program, Pooled Retirement Plans, Auto-IRA, Solo(k) |
| SIC Code | 7380 |
| DMA Code | New York Metropolitan Area |
| Founded | 2016 |
| Estimated Annual Revenue | $100M - 500M |
| Operating Status | Independent Company |
Vestwell Org Chart
Chief Executive Officer
C-Level
J M
Jonathan Mark
Chief Operating Officer
L F
Lance Friedman
Chief Information Security Officer
R A
Ryan Anderson
Chief Product Officer
General Manager
B M
Benjamin Malka
Director
E H
Ellen Heine
Senior Associate
J K
John Keizer
Senior Associate
T A
Thomas Awad
Senior Associate
Competitors
Name | Founded | Type | Employees | Revenue | Funding |
|---|---|---|---|---|---|
| 2012 | Privately Held | 25 - 100 | 28.3M | $44.9M | |
| 2002 | Privately Held | 250 - 500 | 32.5M | $20M | |
| 2005 | Privately Held | 25 - 100 | 280.1M | $350K | |
| 1999 | Privately Held | 25 - 100 | 54.7M | $20M |
Workforce Turnover
Number of employees switched from or switched to
Total employee turnover
Departmental sample breakdown
Turnover activity captured in SignalHire's departmental sample ( employees):
Length of Employment
Vestwell's workforce includes employees across a wide range of tenure levels.
5% have been with the company for less than 1 year25% have been with the company for 1 to 2 years20% have been with the company for 3 to 4 years35% have been with the company for 5 to 7 years10% have been with the company for 8 to 10 years5% have been with the company for more than 11 yearsContact top employees from
Vestwell
SHERRY FLOWERSCoordinator, Administrator Employer Services
Email (3)s******s@mufg.jp
, s*************s@gmail.com
, f***********y@aol.com
Phone (3)+1-870-***-**71
, +1-205-***-**35
, ...
Adam BushRegional Vice President
Email (4)a*******h@fidelity.com
, a*******h@newportgroup.com
, a***h@bbandt.com
, ...
Phone (3)+1-520-***-**44
, +1-520-***-**61
, ...
Jake StaszakRegional Vice President - South
Email (6)j******k@corpay.com
, j**********k@vestwell.com
, j******k@menards.com
, ...
Phone (1)+1-***-***-1002
Pete BoltonSenior Vice President, FP&A
Email (6)p**********n@prudential.com
, p***r@vestwell.com
, p*********n@vestwell.com
, ...
Phone (1)+1-***-***-8421
Allison WieserHead of Corporate Development
Email (6)a************r@gs.com
, a************r@ny.ibd.email.gs.com
, a************r@goldmansachs.com
, ...
Phone (2)+1-623-***-**17
, +1-323-***-**43
Stephen MileyRegional Vice President
Email (6)s***********y@edelmanfinancial.com
, s****y@edelmanfinancial.com
, s***********y@vestwell.com
, ...
Phone (4)+1-205-***-**98
, +1-323-***-**98
, ...
Daniel HorneExecutive Vice President
Email (6)d**********e@bnymellon.com
, d**********e@concentric.net
, d*********e@localnet.com
, ...
Phone (4)+1-323-***-**34
, +1-870-***-**79
, ...
Jeffrey CarrDivisional Vice President, East Coast Sales Division
Email (3)j***r@paycor.com
, j**********r@vestwell.com
, j*******4@yahoo.com
Phone (4)+1-520-***-**81
, +1-323-***-**30
, ...
Tayo OgunnaikeSVP, Head of Strategic Partnerships
Email (6)t**o@choicecarepartners.com
, t************e@americanexpress.com
, t************e@morganstanley.com
, ...
Phone (1)+1-***-***-5077
Shane VierraDirector, Head of Talent Acquisition
Email (5)s**********a@loreal.com
, s*****a@conductor.com
, s**********a@carat.com
, ...
Phone (4)+1-323-***-**40
, +1-870-***-**91
, ...
Alexandra GreerFinance Associate
Email (1)a*******a@alexandragreer.com
Phone (4)+1-205-***-**29
, +1-480-***-**05
, ...
Madeline HainesEvents Marketing Associate
Email (4)h***@aol.com
, h***@unionkitchen.com
, m***@missiongroupdc.com
, ...
Phone (2)+1-205-***-**10
, +1-323-***-**97
Companies Similar to Vestwell
Vestwell Corporate Information: FAQ
Vestwell operates in the Finance industries. More details can be found on the official website: vestwell.com.
The headquarters of Vestwell are located in New York, United States.
The current CEO of Vestwell is Aaron Schumm
You can contact Vestwell by phone at (917) 979-5358.
Vestwell currently employs 500-1000 people.
Vestwell's revenue is approximately 325.8M.
Well-known competitors of Vestwell include ForUsAll, Aspire Financial Services, LLC, ShareBuilder 401k and Ubiquity Retirement + Savings.
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