Accounting & Financial Services | Vestwell

Accounting & Financial Services

Vestwell helps financial services businesses deliver streamlined savings benefits that attract high-caliber talent and foster long-term loyalty.

Seamless payroll integrations

Vestwell has the ability to integrate with 190+ payroll partners to reduce manual administrative work—saving you valuable time.

Flexible plan design

Customize your benefits strategy to align with your firm’s goals and meet the expectations of top financial professionals.

Built for your dynamic workforce

With a mobile-friendly experience and a portal available in 18 languages, your team of financial professionals can access, enroll, and save with ease.

Dedicated support team

Our team of specialists is here to support you every step of the way—from launching to managing and scaling your plan—so you can stay focused on client outcomes while we help your team plan for the future.

Award-winning technology

Experience a sleek, intuitive platform that’s up to 10x* faster than legacy providers—built to meet the expectations of high-performing teams.

"I had a few key partners that contributed to the success of my business, and Vestwell is definitely one of them."

"It’s not a lift for me. I have a lot on my plate, so I was looking for something that would involve minimal lift with a lot of return for our employees. That's exactly what Vestwell does."

"We wanted a retirement plan that set our company apart, and that's exactly what Vestwell has done for us."

"In today's competitive employment landscape, adding a 401(k) plan has enabled us to outshine our competition."

"I had a choice, and I chose no extra work. Vestwell did an excellent job making that happen."

Support your financial professionals with the benefits they value.

Vestwell’s affordable, accessible workplace savings solutions are here to help your employees meet their goals of today and tomorrow.