Vestwell B2B Case Studies & Customer Successes

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Vestwell is a leading fintech platform powering the new savings economy for millions of businesses and people. Headquartered in New York City, the company transforms access to essential financial wellness and savings programs to close the savings gap.

Case Studies

Showing 19 Vestwell Customer Success Stories

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Agape IHC achieves 99% 401(k) participation with Vestwell

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Benetech scales client service with Vestwell Flex

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Boston Avenue Law achieves 100% 401(k) participation with Vestwell

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Carbon Collective scales its retirement business with Vestwell

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Carson Wealth enhances client value with Vestwell

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DeHenzel Training Systems simplifies 401(k) administration and boosts employee participation with Vestwell

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EGPS improves efficiency and scales growth with Vestwell Flex

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Faith Electric boosts retirement plan participation and competitive edge with Vestwell

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Flights Wine Bar improves employee retention with Vestwell retirement benefits

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How Interlake Capital Modernized Its Offering With Vestwell

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LaPlante Management achieves a custom equal-contribution retirement plan with Vestwell Flex

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Mast Reforestation aligns retirement benefits with company values with Vestwell

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Row 34 simplifies 401(k) administration and boosts recruiting with Vestwell

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Seiler Lankes Group simplifies 401(k) administration with Vestwell

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Senior Helpers Naperville streamlines retirement plan administration with Vestwell

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Smooth 401(k) scales white-glove 401(k) service with Vestwell

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Solestiss Launches a Competitive 401(k) Plan in 22 Days with Vestwell

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TaxStudio boosts client stickiness and scales retirement plan services with Vestwell

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Truly Bookkeeping achieves 100% 401(k) participation with Vestwell

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