Vestwell

Vestwell The backbone of the modern savings economy. Powering 2M+ savers, 500k businesses, and 90% of government savings programs nationwide.

Great teammates have your back, no matter what. 🏀As a former collegiate basketball player, Registered Investment Advisor...
06/22/2026

Great teammates have your back, no matter what. 🏀

As a former collegiate basketball player, Registered Investment Advisor, Damon Heller, AIF®, CPFA®, brings that same teammate mentality to retirement plan advising.

From staying ahead of industry trends to concierge-level service that protects his clients' time, Damon and Comprehensive Companies Inc. run on trust, responsiveness, and making business owners look like MVPs.

We recently sat down with Damon to learn more about his practice, his approach to client education, and what it really means to have someone in your corner. 🏆

Catch the full spotlight here: https://www.vestwell.com/case-studies/Coaching-Clients-to-Success-How-Damon-Heller-Brings-a-Teammate-Mentality-to-Retirement-Plan-Advising

06/22/2026

Vestwell is giving away two tickets to the 2026 FIFA World Cup, Round of 16, Match 91. Sunday, July 5, at MetLife Stadium. ⚽

Financial advisors, employers, and Vestwell savers can secure their first entry by tagging a small business owner in a comment on this post and following Vestwell's LinkedIn account (if you aren't already). ⬇️

Secure your first entry by tagging a small business owner in a comment on this post and following us on Instagram if you haven’t already: https://www.instagram.com/p/DZ5M0eGqm3Q/

Earn additional entries and learn more about the sweepstakes here: https://save.with.vestwell.com/raffle-giveaway

Happy from the Vestwell team. Today, we pause to honor the lived experiences of Black communities and celebrate the fr...
06/19/2026

Happy from the Vestwell team.

Today, we pause to honor the lived experiences of Black communities and celebrate the freedom of all Americans.

As an organization committed to expanding access to savings programs, we know that building financial security starts with having the right tools. Making those tools available to everyone is what drives our work.

We wish a meaningful and joyful Juneteenth to our community.

3 million Americans quit their job every month. And with fewer than one available worker per job opening on average, kee...
06/12/2026

3 million Americans quit their job every month. And with fewer than one available worker per job opening on average, keeping great people has never been more important. 💼

This National Employee Wellness Month is an important moment for businesses to ask: Do your benefits reflect what your team actually needs?

Check out our free Employer Playbook for a practical guide to building a workplace savings package that helps you stand out: https://hubs.ly/Q04lb5yM0

Meet your starting lineup. ⚽As the World Cup kicks off this week, we're introducing some of the members from the all-sta...
06/11/2026

Meet your starting lineup. ⚽

As the World Cup kicks off this week, we're introducing some of the members from the all-star team behind our award-winning savings platform.

Though we didn't quite make it to the World Cup stage, we did build some of the best savings solutions in the game. 🏆 Here’s to team Vestwell!

06/10/2026

Big news: Vestwell retirement plans are now embedded on the Paylocity platform. 🤝

Paylocity Retirement, powered by Vestwell, connects retirement, payroll, and HR in one seamless experience, making it easier than ever for employers using Paylocity to offer savings plans and for employees to stay engaged with their financial future.

"Vestwell’s mission has always been to make savings accessible, simple, and scalable for every employer and saver—regardless of size," said Aaron Schumm, Founder and CEO of Vestwell. "Partnering with Paylocity is a natural extension of that mission."

Learn more: https://www.paylocity.com/company/about-us/newsroom/press-releases/paylocity-connects-retirement-payroll-and-hr-in-one-experience/

06/08/2026

Attention: we've chosen a side.

Blue and orange today. Savers every day. 🏀 🗽

06/04/2026

We asked our team about their dream side hustle, and we learned a LOT about them. 👀

Vestwell’s Director of Business Operations wants to feed strangers at a 4-table apartment restaurant. 🍽️

Our Enterprise Relationship Manager wants a hot dog cart, but pink and sparkly. 🌭

Our VP of National Internal Sales is already running a floral business on weekends. 💐

Vestwell’s VP of Partner Success is pitching a Persian food truck. 🚚

And our VP of Partnership Channel Marketing invented a spa that only allows solo guests. 💆

No matter what you're building on the side, Vestwell's Solo 401(k) makes sure your future is, too. Get started here: https://www.vestwell.com/products/solo-k/for-employers

Tell us in the comments below—what would your solo side hustle be? ⬇️

Pop quiz: how well do you know 529 accounts? 📝In honor of 529 Day, test your knowledge on what these education savings a...
05/29/2026

Pop quiz: how well do you know 529 accounts? 📝

In honor of 529 Day, test your knowledge on what these education savings accounts actually cover. Spoiler: it's more than just tuition, but probably not what's in your dorm mini fridge.

Swipe through to see how you score, and drop your grade in the comments. Did you ace it? 🍎

Learn more about 529s powered by Vestwell: https://www.vestwell.com/products/529-educational-savings/for-individuals

This Mother's Day, W.A.V.E., Vestwell’s women employee resource group, brought together leaders from across financial se...
05/27/2026

This Mother's Day, W.A.V.E., Vestwell’s women employee resource group, brought together leaders from across financial services and fintech for a candid conversation on career, caregiving, and carving out space in rooms that weren't built for us.

From pivotal moments in their careers to navigating unequal systems while owning their voice, our panelists shared the stories, setbacks, and small acts of advocacy that shaped them.

Thank you to our panelists for sharing their time, wisdom, and stories with us. 💐Swipe below for the moments that stayed with us.

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10017

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Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

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+19179795358

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