RM

Rob Molchon

Chief Technology Officer

Vestwell

New York, New York


Contact Information

Email
Unlock
LinkedIn

Company Information

Company
Vestwell
Industry
financial services
Employees
440.0
Seniority
C suite
Annual Revenue
22000000.0
Total Funding
237500000.0
Latest Funding
Series D

Technologies

Salesforce Route 53 Amazon SES Gmail Google Apps Zendesk Amazon AWS Pardot Atlassian Cloud Netlify Hubspot Emma DoubleClick Conversion Google Dynamic Remarketing Cedexis Radar Mobile Friendly Facebook Custom Audiences HeapAnalytics Wistia Google Analytics DoubleClick WordPress.org Facebook Login (Connect) Intercom Vimeo Backbone JS Library Google Tag Manager Greenhouse.io Google Font API Google Play Nginx Adobe Media Optimizer Facebook Widget Linkedin Marketing Solutions Remote AI

Keywords

financial services 401 403 ira rollovers retirement planning financial advisors defined contribution plan student loans esas small & medium businesses financial technology micro-enterprises finance 401(k) plans 403(b) retirement retirement solutions workplace benefits employee savings programs tax credit calculator managed accounts pooled plans state retirement programs financial wellness student loan repayment education savings accounts ira retirement able accounts emergency savings account payroll integration recordkeeping services tpa partnerships financial institutions savings technology employee benefits custom plan design digital onboarding automated notifications investment support services flexible savings risk management compliance support whitelabeled solutions advisor support client satisfaction streamlined processes multi-employer plans personalized financial planning customer service intuitive user experience competitive pricing jargon-free platform tax advantages centralized administration asset management modern technology user-friendly interface capital preservation flexible benefits innovative financial solutions digital savings platform workplace retirement plans 401(k) solutions 403(b) plans customizable savings programs employee engagement financial equity comprehensive savings solutions emergency savings accounts individual retirement accounts pooled employer plans user-friendly platform fiduciary administration investment oversight small to medium-sized businesses innovative technology seamless plan management cost-effective solutions modern retirement savings financial services industry business services sector customer support user experience financial wellness resources scalable growth retirement savings gap democratizing savings access finance technology information technology & services ux

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