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Vestwell

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9 reviews
  • 1 profiles
  • 1 categories
Average star rating
3.3
Serving customers since
2016

Profile Name

Star Rating

4
2
1
0
2

Vestwell Reviews

Review Filters
Profile Name
Star Rating
4
2
1
0
2
Gideon Y.
GY
Gideon Y.
03/18/2026
Validated Reviewer
Verified Current User
Review source: Organic

Dishonest and predatory

Offered a big discount to try to get me to stay
Kingfer Y.
KY
Kingfer Y.
Global Sourcing and Manufacturing, Operations Management
11/22/2023
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Vestwell experience

The web portal is easy to use and good Vestwell customer services.
Verified User in Financial Services
UF
Verified User in Financial Services
07/26/2022
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Easy enough to use and understand

It's simple, straightforward, and they've been able to answer any questions I've had.

About

Contact

HQ Location:
New York, New York, United States

Social

@Vestwell

What is Vestwell?

Vestwell is a digital retirement platform designed to streamline the administration of workplace savings programs such as 401(k)s and 403(b)s. It offers a modern, user-friendly interface to help employers, financial advisors, and investment managers efficiently manage retirement plans. Vestwell focuses on providing a seamless experience that includes plan design, compliance, and participant engagement, leveraging technology to reduce costs and complexity traditionally associated with retirement plan management.

Details

Year Founded
2016
Website
vestwell.com