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Security & compliance
The vendor hasn’t added security or compliance details yet.
Retirement savings platform powering 401(k), 403(b), and state IRA programs with modern APIs.
Pricing
From $39 / mo
Founded
2016
Team size
501-1,000 employees
Headquarters
New York, NY
Product Preview
Preview from vestwell.com
At a glance
Best for
Startup (1-50), Small business (51-200), Mid-market (201-1,000), Enterprise (1,000+)
Pricing model
Tiered plans
Integrates with
190+ Payroll ProvidersHR systemsFinancial institution systemsAPIs for custom integrations
About Vestwell
Vestwell is a modern recordkeeping and savings platform that powers 401(k), 403(b), IRA, SIMPLE IRA, and Solo 401(k) retirement plans, plus supplemental benefits like 529 education savings, student-loan repayment, emergency savings, and ABLE accounts. It handles plan administration, compliance, reporting, and participant support, and integrates with 190+ payroll providers. It is aimed at employers, advisors, and financial institutions offering workplace savings programs.
Buyer Fit & Positioning
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Tiered plans
Free trial: No
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Startup (1-50)Small business (51-200)Mid-market (201-1,000)Enterprise (1,000+)
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
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Vestwell
Vestwell doesn’t have a live offer on Cubbie yet, but you can still buy it through us. Request it and Cubbie’s procurement team will source pricing, negotiate terms, and set up the purchase for you.
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