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Vestwell

Vestwell

Last Updated Jun 12, 2025

Overview

Vestwell offers an intuitive platform for managing retirement savings, enabling businesses and advisors to deliver comprehensive financial solutions. While users may face some initial setup challenges, its responsive customer support and smooth integration with numerous third-party applications make Vestwell a dependable, user-friendly solution for long-term savings management.

Overall Rating

Based on 2 users reviews

4.5

Rating Distribution

Positive

100%

Neutral

0%

Negative

0%

Starting Price
Custom

What Is Vestwell?

Vestwell is a cloud-based platform designed to simplify workplace savings programs. It offers comprehensive solutions for accounts like 401(k), 403(b), IRA, 529, ABLE, Emergency Savings, and Student Loan Paydown (SLP). The platform features seamless payroll integration, flexible plan options, and full administrative support, helping businesses manage and streamline employee savings programs. By offering an intuitive and efficient solution, Vestwell makes it easier for businesses and advisors to provide employees with effective retirement and savings plans.

Vestwell Pricing

Vestwell pricing starts at $100 per user per month. Users can request a detailed Vestwell cost analysis based on their specific needs and requirements.

Disclaimer: The pricing has been sourced from third-party websites and is subject to change.

Vestwell Integrations

Vestwell software offers integration with a variety of third-party applications, including:

Users can schedule a Vestwell demo to learn more about its integration.

Who Is Vestwell For?

Vestwell serves businesses across a wide range of industries, including:

  • Advisors
  • Employers
  • Employees
  • Financial institutions
  • Government agencies
  • Third-party administrators (TPAs)
  • Human Capital Management (HCM)/Payroll providers

Is Vestwell Right For You?

Looking for a comprehensive, easy-to-use savings solution? Vestwell offers an intuitive platform that integrates a wide range of savings products, providing flexibility and simplicity for advisors, employers, and savers. With world-class partnerships and customizable features, it addresses immediate needs while enabling scalable growth, making it an excellent choice for those looking to streamline savings management.

Are you still unsure about Vestwell? Contact us at (661) 384-7070 and get expert assistance from our team regarding any further queries.

Pros And Cons of Vestwell

Pros

  • Offers an easy-to-use web portal

  • Provides excellent customer service

  • Integrates with multiple third-party applications

Cons

  • Terms and conditions may be complicated for new users

  • The paper statements appear to be of low quality and not well-designed

Frequently Asked Questions

Yes, Vestwell offers a mobile app for both iOS and Android devices.

Vestwell cost starts at $100 per user per month. Users can get a custom quote tailored to their needs and requirements.

Vestwell's platform primarily supports the English language. However, it offers certain resources in Spanish to accommodate a broader user base.

Yes, Vestwell offers API access.

Vestwell provides support through a knowledge base, video tutorials, and a client portal.

Vestwell serves businesses across various industries, including advisors, employers, employees, financial institutions, government agencies, third-party administrators (TPAs), and human capital management (HCM)/payroll providers.

Vestwell software integrates with a range of third-party applications, such as Paycom, BambooHR, QuickBooks, Gusto HR Software, Toast POS, and ADP Workforce Now, providing seamless connectivity for businesses.