36 min

Aaron Schumm, Founder & CEO of Vestwell - Powering Modern Day Workplace Savings Wharton FinTech Podcast

    • Technology

Anirudh Singh sits down with Aaron Schumm, Founder and CEO of Vestwell. In this episode they discuss:
- Aaron's first company, FolioDynamix
- Launching Vestwell 6 days after selling FolioDynamix
- The small business retirement landscape in the U.S.
And much more!

Aaron Schumm:
Aaron is the founder & CEO of Vestwell, the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans. Our cloud-based digital recordkeeping platform provides the underlying architecture to support financial services and payroll partners, who are rapidly working to serve the 30M small businesses in the country.
Prior to founding Vestwell, Aaron co-founded FolioDynamix, a wealth management fintech platform. At FolioDynamix, Aaron oversaw the strategy, revenue, marketing, customers and product development. FolioDynamix was acquired by Envestnet (NYSE: ENV).
Outside of Vestwell, Aaron has served on the board of directors and the advisory board for several fintech companies, including Quovo (acquired by Plaid), Vestorly, OfColor, and Chalice Financial Network.
Aaron holds a B.S. degree in finance from the University of Illinois, Urbana-Champaign and an M.B.A. degree from Duke University's Fuqua School of Business. He was included in InvestmentNews' 40 Under 40 and WealthManagement.com's "10 to Watch."

For more FinTech insights, follow us below:
Medium: medium.com/wharton-fintech
LinkedIn: www.linkedin.com/company/wharton-fintech-club/
WFT Twitter: twitter.com/whartonfintech
Anirudh's Twitter: twitter.com/avsingh_24

Anirudh Singh sits down with Aaron Schumm, Founder and CEO of Vestwell. In this episode they discuss:
- Aaron's first company, FolioDynamix
- Launching Vestwell 6 days after selling FolioDynamix
- The small business retirement landscape in the U.S.
And much more!

Aaron Schumm:
Aaron is the founder & CEO of Vestwell, the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans. Our cloud-based digital recordkeeping platform provides the underlying architecture to support financial services and payroll partners, who are rapidly working to serve the 30M small businesses in the country.
Prior to founding Vestwell, Aaron co-founded FolioDynamix, a wealth management fintech platform. At FolioDynamix, Aaron oversaw the strategy, revenue, marketing, customers and product development. FolioDynamix was acquired by Envestnet (NYSE: ENV).
Outside of Vestwell, Aaron has served on the board of directors and the advisory board for several fintech companies, including Quovo (acquired by Plaid), Vestorly, OfColor, and Chalice Financial Network.
Aaron holds a B.S. degree in finance from the University of Illinois, Urbana-Champaign and an M.B.A. degree from Duke University's Fuqua School of Business. He was included in InvestmentNews' 40 Under 40 and WealthManagement.com's "10 to Watch."

For more FinTech insights, follow us below:
Medium: medium.com/wharton-fintech
LinkedIn: www.linkedin.com/company/wharton-fintech-club/
WFT Twitter: twitter.com/whartonfintech
Anirudh's Twitter: twitter.com/avsingh_24

36 min

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