# Financial Institutions

Vestwell combines powerful technology with deep industry expertise to help financial institutions scale efficiently, serve clients better, and stay ahead. We’re your partner for the future.

- 2M+ active savers
- 500K+ businesses enabled
- $50B+ assets saved across all 50 states

### Accelerate digital transformation

Move away from legacy systems with a cloud-native platform that delivers 10x* more efficiency by modernizing operations, streamlining recordkeeping, and automating back-office tasks.

### Deliver a fully branded, end-to-end solution

Offer clients a seamless, end-to-end savings solution under your own brand—powered by Vestwell’s technology and service.

### Flexible partnership models

Support a variety of partnership structures—RIAs, recordkeepers, insurers, and fintechs—with configurable solutions that fit your business model and client experience.

### Robust payroll integrations

Vestwell has the ability to integrate with 190+ payroll providers and open-architecture partners to simplify execution and connect more deeply with clients.

### Dedicated support & governance

Access 3(16) and 3(38) fiduciary services, unified billing, and direct partner communication for consistent, high-quality client service.

## Kickstarting Savings: The Power of Vestwell’s User-Friendly Platform

With Vestwell’s support, one advisor from a top-10 broker-dealer helped transform a client’s retirement plan—boosting employee participation from 33% to 76% and more than doubling the average savings rate.

## Redefining the _modern savings experience._

Equip your institution with the modern, intuitive technology you need to scale confidently and deliver standout client value.

Can I offer Vestwell’s platform under my own brand?

Every client you bring to Vestwell is assigned a dedicated onboarding manager who works closely with you and your client to configure the plan, connect payroll, and facilitate a smooth launch.

How does Vestwell support digital transformation for financial institutions?

Vestwell offers a cloud-native platform designed to replace legacy systems, automate back-office tasks, and streamline recordkeeping—modernizing operations from end to end.

What types of savings programs can I offer through Vestwell?

Our platform supports a wide range of solutions, including 401(k), Safe Harbor 401(k), 403(b), pooled plans, 529 education savings, student loan repayment, emergency savings, and ABLE accounts—so you can match the right solution to each client’s needs.

What fiduciary services does Vestwell provide?

Offering retirement plans helps you retain clients, meet state mandate demand, and increase average revenue per customer without building or maintaining your own retirement platform.

How does Vestwell ensure data security and compliance?

Vestwell combines enterprise-grade security, rigorous compliance standards, and deep policy fluency to protect client data and ensure ongoing regulatory alignment.

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Vestwell internal data, 2025. In the event third party data or statistics are displayed on our website or in the output of any tools, they have been obtained from sources believed to be generally reliable, but we cannot guarantee their accuracy or completeness.