Vestwell
FP&A Analyst
New York, NY | $70K - $85K
- 201-500 employees
- Insurance, Financial Services, Technology, Wealth Management, Human Resources, Investment Management, Software-as-a-Service, Financial Technology, Employee Benefits, Retirement Planning
- Privately Held
- Founded: 2016
- Last round: Series C
- Last round: US$ 70.0M
- New York
- Company Specialties:
Financial Services, 401(k), 403(b), IRA rollovers, Retirement Planning, Financial Advisors, and Defined Contribution Plan
Company information
Vestwell is the modern fintech engine powering savings and investment programs for small businesses and individual savers across the country. We’re helping to close the savings gap by offering a flexible, cost-effective, modern solution to save for the critical aspects of life - retirement, education, and healthcare. Vestwell currently powers nearly 25,000 small businesses, over a million savers, and $27 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.
