Vestwell

I tried to set up a 401(k) for my own business once. It was a disaster. Disconnected systems. Outdated technology. Processes that felt like they were designed for administrators, not business owners. And I knew finance—I could only imagine what it felt like for everyone else. That frustration became a north star. The real problem was never about the product. It was about access. Small and mid-sized businesses deserve the same tools large enterprises take for granted, without the complexity, the middlemen, or the friction. That's why I built Vestwell . And that's why last week's launch with Intuit QuickBooks Workforce feels like such a meaningful step. Retirement savings are embedded directly into the platform millions of businesses already use to run their companies. No extra systems. No unnecessary steps. Just access, where it should have always been. First week adoption has been strong. But what matters more is what it signals. Workplace savings can be simple. It should have always been this way. We're just getting started. Griffin Kelly from The Daily Upside covered it here: https://lnkd.in/eSmD4pD6 #WorkplaceSavings #FinancialWellness #HRTech #RetirementSavings #EmployeeBenefits

Not everyone’s path looks the same. College, trade school, apprenticeships, certifications—the way people build careers today is fundamentally different from the way it was a generation ago. The savings infrastructure supporting those paths needs to reflect that reality. At Vestwell , we administer Embark, the State of Oregon’s 529 plan. What I’ve seen firsthand is simple: when you build flexible tools that meet people where they are, they use them. When you don't, they're left behind. The path to opportunity isn’t a one-size-fits-all. It never really was. Congratulations to the Upward Oregon team on 25 years and more than $4 billion in savings—making it easier for Oregon families to build their own path. https://lnkd.in/e_f-Vrs8 #EducationSavings #529Plan #Embark #Oregon

It's always energizing to be at the National Association of Plan Advisors Summit, while getting some face time with the partners and advisors who have supported us at Vestwell over the last decade. The future is even more exciting, with the pace we've been moving on the AI-front and the positive impact we are seeing across our clients, partners and savers. You'll see some more announcements around this coming soon. Thank you to the industry for taking us to this height. And thank you to Brian Graff & John Sullivan at American Retirement Association for all you do for the industry. #napa401k #napasummit #fintech #savings https://lnkd.in/eNDHTSZH

On the ground at the National Association of Plan Advisors 401(k) Summit in 3...2...1. Come find Vestwell at Booth 303. I’m excited to connect with advisors, partners, and industry leaders about what’s next for the category. After a year with a front-row seat to Vestwell’s growth, I’m especially interested in talking about how advisors can use growth and marketing to reach new audiences, where personalization, automation, and AI can drive real value, and share information about our new Vestwell Advisor Network pilot designed to connect interested employers with advisors. Also: stop by the booth for a chance to win Formula 1 tickets. See you there! https://lnkd.in/efvCnZxe

“They’re just another startup.” At Vestwell , we’ve heard this more than a few times over the years. When you’re building and iterating quickly, that early-stage mindset can stick. But the reality looks very different today. What started over a decade ago has grown into a robust platform supporting 2M+ savers, 500K+ businesses, and 90%+ of active government savings programs. Our team shows up every day with a shared focus: expanding access to financial security. The mindset to keep building hasn’t changed. But the impact has. In the final episode of Setting the Record Straight, I reflect on that evolution and what it means for where we’re headed next. #VestwellForTheFuture #SettingTheRecordStraight #WorkplaceSavings

Vestwell was recently nominated by The Webby Awards for Best Website Navigation & Structure, a recognition that speaks to how we’re approaching design differently. For us, it’s not just about how something looks, but how it helps people get started, stay engaged, and take action toward a more secure financial future. Voting for the People’s Voice Award closes April 16. We’d appreciate your support: https://lnkd.in/e-VDr6_d #TheWebbys #VestwellForTheFuture