A retirement platform
Vestwell is a turnkey solution for financial advisers providing them with the ability to offer clients a retirement plan without taking on the risk and costs typically associated with creating one. Vestwell provides a 401(k) and 403(b) retirement platform for advisors to engage with their clients, while scaling their practice, Vestwell’s platform can be leveraged to facilitate every aspect of the advisor, company and employee’s needs.
Vestwell announced that the Commonwealth of Virginia has selected it "as the program administrator for RetirePath VirginiaSM."
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The M&A surge promises to improve the services fintechs offer to many banks. But it’s also creating a new class of full-service competitors.
The M&A surge promises to improve the services fintechs offer to many banks. But it’s also creating a new class of full-service competitors.
Fintechs that went public to fanfare in 2021 are now underperforming the broader market, creating a big opportunity for private equity.
Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.
NEW YORK--(BUSINESS WIRE)--Aug 20, 2021--
FinTech Collective announced the close of two oversubscribed funds at a combined $250 million, with $50 million earmarked for DeFi.
Series C takes Vestwell's total funding to around $112m over four rounds.