Case Study: Carbon Collective scales its retirement business with Vestwell

How Carbon Collective Expanded Their Retirement Business With Vestwell

Carbon Collective, a registered investment advisor, faced the challenge of expanding its services into workplace retirement plans. They needed to find a recordkeeping partner that would allow them to scale without sacrificing their commitment to exceptional customer service, transparent pricing, and streamlined administration.

By partnering with Vestwell, Carbon Collective gained a recordkeeping platform that met all their requirements. Vestwell’s fixed-fee pricing model, client-centered service, and efficient platform enabled Carbon Collective to successfully scale their retirement business to over 80 plans. This partnership allowed them to provide excellent support to their clients and explore new product offerings for future growth.

Carbon Collective

Zach Stein

Co-Founder & Chief Investment Officer