Vestwell

wealthtech-retailother investments platform

FOUNDING YEAR: 2016
LOCATION: United States
Last Update: 19/01/2021

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MEDICI Analysis

Vestwell provides a digital platform for financial advisors, employees, employers, and partnerships to strategically make retirement plans. The company's platform adheres to the government rules and regulations to provide insights about 401(k)plans. The platform provides end to end support in creating the retirement plans from making proposals to the approval of regulatory compliance.

Focus

PRODUCTS & SERVICES

The company has developed a digital Retirement Planning Platform for individuals and institutions to maximize their retirement corpus.

REVENUE MODEL

The company offers free benchmarking report comparing plan services, investment options, and expenses. Its other advanced service and plans are chargeable.

MAIN CLIENTS

BNY Mellon. The company has 4,300 individual advisors and 87 RIA clients as of March 2018.

EXISTING PARTNERSHIPS

Allianz

BNY Mellon

Broadridge

Morningstar

Willis Towers Watson

Cohen & Steers

Dimensional

Franklin Tempelton Investments

Lord Abbett

OppenheimerFunds

State Street

ADP

Balancepoint

Ceridian

Gusto

Intuit

Namely

Onpay

Paychex Flex

Paycom

Palocity

Run

Workday

UltiPro

Chalice

Fiduciary Shield. Fi360

Riskalyze

Retirement Plan Advisory Group

401k plans.com

company provided insights
Web Traffic

Web Traffic

MONTHLY VISITS

14,809

AVERAGE VISITS (6 MONTHS)

20,722.41

MONTHLY VISITS GROWTH

-28.85%

VISIT DURATION

177

VISIT DURATION GROWTH

95.17%

PAGE VIEWS VISIT

3.25

PAGE VIEWS VISIT GROWTH

13.32%

BOUNCE RATE

51.57%

BOUNCE RATE GROWTH

-10.74%

GLOBAL TRAFFIC RANK

1,121,980

MONTHLY RANK CHANGE

-104,186

MONTHLY RANK GROWTH

-8.5%

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