Vestwell
Vestwell is a fintech platform that provides cloud-based retirement and savings plan recordkeeping and administration for small and mid-sized businesses, financial advisors, and payroll providers. The company offers white-labeled 401(k), 403(b), IRA, 529 college savings, and other workplace savings programs, generating revenue through asset-based fees and service fees to institutions and employers. Its technology replaces legacy recordkeeping infrastructure and integrates with payroll and financial services partners to streamline plan setup, compliance, and ongoing administration.
- Embedded Finance & Banking-as-a-Service
- Payment Processing
- Wealth & Investment Software
- Revenue
- $80.0M
- Employees
- 450
- Founded
- 2016
- Headquarters
- New York City, United States of America
What 6 Arbolus experts think of Vestwell
NPS distribution skews highly positive, with most scores between 8-10 and just one recorded at 5 and another at 6. Over 66% of respondents show high renewal intent, while only one is negative. Most customers are in the More Than 1 Year implementation stage, indicating platform stickiness beyond initial adoption. The leading theme is consistent user satisfaction from established clients.Overall Customer Sentiment: Positive
Who reviewed Vestwell
- C-Suite 67% (4)
- Director 33% (2)
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Sentiment
16 Net Promoter Score, from 6 scored reviews- Promoters 3
- Passives 1
- Detractors 2
Cumulative NPS by month
+1 over 3 months- Mar 7
- Jun 7
- Aug 8
Net Promoter Score across 1 reviews, accumulated up to each month. Category median 16 across 1 companies.
Written answers and themes publish with the full report.
Renewal intent
Plan to renew 67%Plan to renew, by seniority
- 0% 1 answer
- 100% 2 answers
- 8/10 Average score from customers who will renew
- 5/10 Average score from customers not renewing
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