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TECHNOLOGY PROVIDERS Chief Executive Officer of the Year
VESTWELL
Aaron Schumm
Aaron is the founder and CEO of Vestwell, a leading employer and individual savings platform. Founded in 2016, the New York City-based fintech company is transforming access to essential financial wellness and savings programs to close the American savings gap. Before Vestwell, Aaron co-founded FolioDynamix, now part of Envestnet (NYSE: ENV). He brings over 20 years of enterprise fintech experience from industry-leading companies, including previous roles at Northern Trust, Citigroup, and Fiserv.
Vestwell is the modern fintech engine powering savings and investment programs for small businesses and individual savers across the country. The Vestwell platform was designed for advisors to efficiently scale their retirement plan practice, customize their offerings, and give their clients the experience they expect and deserve. We’re helping to close the savings gap by offering a flexible, cost-effective, modern solution to save for the critical aspects of life - retirement, education, and healthcare. Vestwell currently powers over 30,000 small businesses, over a million savers, and $27 billion in assets in all 50 states. To learn more visit vestwell.com.
vestwell.com
186 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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