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Bridging the Savings Gap: Vestwell's Journey to Fintech Unicorn
Manage episode 436301465 series 3583752
المحتوى المقدم من Meg Carpenter. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Meg Carpenter أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Can a fintech company really bridge the American savings gap and go from 0 to 1.1 million users in just seven years? Vestwell is doing just that by revolutionizing how financial services thinks about savings.
We’ll talk about how Vestwell transformed 401(k) administration through configurable technology and strategic partnerships with major advisory firms like Morgan Stanley and JP Morgan. Join us as we explore Vestwell's journey with Founder and CEO Aaron Schumm, Board Directors Lori Hardwick and Logan Allin, and Doug Magnolia, Chief Customer Officer and President of Vestwell State Savings.
Connect with us:
- Meg Carpenter on LinkedIn
- Aaron Schumm on LinkedIn
- Doug Magnolia on LinkedIn
- Logan Allin on LinkedIn
- Lori Hardwick on LinkedIn
Want to learn more…
- Visit ficommpartners.com
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