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.
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Fintastico Team
1 week, 4 days
https://www.americanbanker.com/news/transparenc...
Transparency, diversity make Vestwell a Best Fintech to Work For
The company, which provides workplace investing programs to banks, is giving employees a say in some decisions and working with partners to recruit women and people of color.
Fintastico Team
1 week, 4 days
https://www.americanbanker.com/news/transparenc...
Fintastico Team
1 year, 7 months
https://www.fintechfutures.com/2019/09/why-bny-...
Why BNY Mellon thinks fintechs are friends not foes
BNY’s head of digital explains how the company partners and invests in fintechs.
Fintastico Team
1 year, 8 months
http://www.americanbanker.com/news/capital-one-...
Capital One bulks up in robo advice with United Income buyout
United, which helps retirement-age savers find the best ways to manage their wealth, is Capital One's answer to a flurry of similar deals made by rivals.
Fintastico Team
1 year, 8 months
https://www.investmentnews.com/article/20190813...
Investment in adviser fintech lowest since early 2018
Dip in venture capital funding, but early stage companies are tackling a variety of adviser challenges.
Fintastico Team
2 years, 8 months
http://news.google.com/news/url?sa=t&fd=R&ct2=u...
Fintastico Team
2 years, 8 months
http://news.google.com/news/url?sa=t&fd=R&ct2=u...