Our Founder and CEO, Aaron Schumm, was named 40 under 40 in InvestmentNews’ Class of 2017. InvestmentNews’ 40 under 40 project highlights young and influential talent in the industry. Click here to read how Aaron is making positive progress in the industry and mentoring future talent.
Gadget Girl cracks the case on how Vestwell is democratizing retirement with Vestwell’s CEO and Founder, Aaron Schumm. Click here to watch the video on InvestmentNew’s site.
Vestwell’s CEO, Aaron Schumm, was recently interviewed for an article about Vestwell at WealthManagement.com. Preview the article below or read the full story on their site.
“When Josh Brown, the CEO of Ritholtz Wealth Management and author of the popular finance blog, “The Reformed Broker,” hosted the 2017 Benzinga fintech awards, he name-dropped Vestwell as a company with the potential to radically change the wealth management industry.
That’s right, Vestwell, a company looking to make it easier and more cost-effective for registered investment advisors to design, sell and administer 401(k) and 403(b) plans using digital automation. What exactly does Brown find so revolutionary?
“I get most excited about fintech when it solves a serious pain point for a practitioner like myself. It’s not like I’m saying they’re doing something that no one has ever done before,” Brown told WealthManagement.com. He added that his firm got started in retirement plan space a year ago, and is considering adopting Vestwell for some of their clients. But Brown thinks the user experience of Vestwell is such an upgrade over incumbent platforms that it could attract swahs of new advisors to the $6.8 trillion dollar defined contribution market currently dominated by large financial institutions.”
Read More at WealthManagement.com