The latest newsworthy items
A selection of important portfolio company and FinTech Collective news
Vestwell Inks a Deal With BNY Mellon
The two firms will partner to earn the business of state-sponsored retirement programs, like OregonSaves and CalSavers.
Dec 05, 2018 • Vestwell
Vestwell Works with Dimensional Fund Advisors
Vestwell, a digital retirement platform, today announced the addition of a new retirement income tool from Dimensional …
Sep 25, 2018 • Vestwell
2018 Retirement Trends Report
Vestwell’s 2018 Retirement Trends Survey highlights key sentiments of advisors and plan sponsors as they relate to sell…
Sep 20, 2018 • US
Vestwell Partners With Allianz Life Ventures
Vestwell announced a strategic partnership with Allianz Life Ventures to offer its end-to-end retirement planning solut…
Jun 05, 2018 • Vestwell
Vestwell partners with Namely
Vestwell announced today that it is partnering with Namely, a leading HR platform for mid-sized companies, to provide a…
Apr 12, 2018 • Vestwell
Retirement Plans: A Neglected Niche?
Wealth Management profiles Vestwell, led by Founder and CEO Aaron Schumm, as part of a broader piece on the retirement …
Feb 27, 2018 • Vestwell
Fintech Giants Roll Out Digital 401k Platform
Technological innovations designed to make life easier abound, and the retirement savings industry is getting in on the…
Feb 08, 2018 • Vestwell
Vestwell Announces New Advisory Board
Vestwell announced today the creation of a new advisory board to provide guidance and advice as the firm experiences si…
Nov 09, 2017 • Vestwell
Vestwell Recognized for its Innovation by RegTech 100 List
Vestwell is excited to be named one of 2018’s most innovative companies in regulatory technology by RegTech 100.
Nov 01, 2017 • Vestwell
Vestwell Announces Joint Offering with Riskalyze
The partnership will bring two of the financial advice industry’s leading financial technology platforms together for a…
Oct 05, 2017 • Vestwell
Vestwell Raises $8m in Series A
Vestwell, the industry's first and only fiduciary-backed retirement platform for the financial advisor community, annou…
Oct 02, 2017 • Vestwell
Vestwell Wins XY Planning Network's Annual Advisor
XY Planning Network is proud to announce the winner of its second annual Advisor FinTech Competition.
Sep 20, 2017 • Vestwell
FinTech Collective Leads Vestwell’s $4.5M Series Seed
Vestwell emerged from stealth mode today and announced $4.5 million in funding.
Sep 20, 2016 • Vestwell