Podcasts about vestwell

In a classic replay of our in-house counsel series, Allison Brecher, General Counsel and Chief Compliance Officer of growing fintech startup and digital retirement platform Vestwell, shares her journey from journalism to the law, and from law practice to in-house. She provides insights into how to be a general counsel who is proactive and integrated into the business, and the opportunity to build a department and company culture from the ground up at Vestwell.

How do tech leaders build scalable, sustainable systems without descending into chaos? Rob Molchon, CTO of Vestwell, shares his insights on structuring order in fast-moving tech environments. We also take a quick trip down memory lane to see just how far tech has come. Key takeaways from the podcast are: – Clear ownership ensures tasks get done without constant oversight. – Strong foundations start with the right team in the right positions. – Change is inevitable; managing it wisely is key. Our Guest: Rob Molcon LinkedIn: https://www.linkedin.com/in/rob-molchon-2160652/ Website: https://www.vestwell.com/ Intro and background music: Craig MacArthur - Power Shutoff (www.youtube.com/watch?v=x74iB_jtauw)

Kristina Hooper, chief global market strategist at Invesco, says she is still holding to the optimistic scenarios she had entering 2025, but she acknowledges that the potential for a recession grows by the day, given tariffs, a potential resurgence in inflation, fiscal pressures resulting in cuts to government spending and more. Still, Hooper's base case remains positive and she warns that investors can't afford to get spooked out of the market by short-term temporary declines. Jordan Grumet of the "Earn and Invest" podcast, discusses his new book,  "The Purpose Code: How to Unlock Meaning, Maximize Happiness and Leave a Lasting Legacy," plus Aaron Schumm of Vestwell talks about how consumers and workers can improve their savings — and American could make a dent into its savings crisis — by using new platforms that allow money to be set aside not just into retirement plans but for college savings, emergency funds, health care and more.  

Juicy 401k News this week, lots to discuss with a fan-favorite guest Holly Knight. What is FutureStep and why have Vestwell and John Hancock partnered?, American Airlines/ESG Lawsuit and cartel-like behavior, Transamerica's Re-Brand, Waivz Webinar, AI in 401k, and more!

Episode OverviewIn this episode of Between Two COOs, host Michael Koenig interviews Jon Mark, COO of Vestwell, a leading provider of digital platforms for workplace savings and investment programs. Vestwell supports nearly 25,000 small businesses, over a million savers, and $25 billion in assets under management across all 50 states.They discuss Vestwell's mission to close the savings gap, its innovative approach to financial wellness, and Jon's career journey from Bridgewater to COO at Vestwell. Key Topics Covered1. Vestwell's Vision and Product Offerings• Simplifying workplace savings through innovative digital platforms.• Expanding beyond 401(k)s to include student debt paydown, 529 education savings, and more.• Recent acquisition of Gratifi from Morgan Stanley to help employers support student loan repayment.2. The Retirement Crisis• Addressing the lack of sufficient retirement savings in the U.S.• The role of state-sponsored retirement programs and employer-provided plans.• Larry Fink's warning about the coming retirement flood.3. AI in Financial Wellness• Vestwell's integration of AI to enhance user experiences, including a new AI chatbot.• Using AI to simplify complex financial concepts and empower financial advisors.4. Jon Mark's Career Path• Transition from VP of Strategy to COO at Vestwell.• Mentorship, curiosity, and deep problem-solving as key drivers of career progression.• Lessons learned from working at Bridgewater and applying them to operations at Vestwell.5. Navigating Risk and Strategy• Managing risk by tying decisions to money, time, and outcomes.• Balancing mission and growth by focusing on small and medium-sized businesses.• Using a “chassis” approach to consolidate financial tools for broader impact.6. Operational Challenges in a Regulated Industry• Overcoming complex regulatory requirements.• How Vestwell builds scalable, efficient processes within strict constraints.7. The Role of the COO• A COO's need to handle diverse domains—engineering, HR, healthcare, and more.• Strategies for managing imposter syndrome and fostering collaboration.• Building a transparent culture through metrics and regular communication.8. Mission-Driven Decision Making• How Vestwell aligns its strategy with its mission to close the savings gap.• Clear objectives, OKRs, and open communication as tools to drive alignment. Memorable Moments• Jon's story about solving three major operational issues in one night before an acquisition deal closed.• Insights on how Vestwell is innovating in financial wellness while maintaining a mission-oriented approach. Key Quotes• “You can't just approach problems with jargon—you need to deeply understand the substance.”• “Having a tangible North Star is critical. For us, it's funded accounts—it's the metric that matters most.”• “At the end of the day, strategy and tactics are just bets with different time horizons.” About the HostMichael Koenig is the host of Between Two COOs, a podcast that dives into the stories, strategies, and advice of today's top Chief Operating Officers. Learn more at betweentwocoos.com. 

Welcome back to the Alt Goes Mainstream podcast.Today's guest is an expert in financial services and capital markets who has experience as both a strategic investor and a VC.We welcome Rana Yared, a General Partner at Balderton, where she co-leads their Growth Fund. She came to Balderton in 2020 from across the pond, where she was a Partner at Goldman Sachs, first in the Principal Strategic Investments Group, a balance sheet investing team, and later in GS Growth, when the group became part of the GS Growth efforts that began to take in outside LP capital. At Goldman, Rana oversaw investments in Financial Technology and Enterprise Technology as well as the commercialization of Goldman's technology assets in both NYC and London. She represented Goldman on the boards of Tradeweb, NAV, Vestwell, New York Shipping Exchange, and Swapclear @ LCH. She currently serves on the board of Tradeweb in an independent capacity.Coming off of a fundraise of $1.3B in new capital across early and growth stage funds at Balderton, Rana and I discussed what LPs were interested in and why Europe is a compelling investment ecosystem. We had a fascinating discussion about:Revolutionary and evolutionary innovations in financial services and private markets, including the likes of iCapital, Tradeweb, Revolut.Why global tech companies can be built in Europe, with Revolut, a Balderton portfolio company, as an example.Why London and Europe are compelling fintech and financial services ecosystems.How LPs should look at the European investment opportunity.Differences and benefits / drawbacks of being a strategic / permanent capital investor versus being an independent VC fund.The importance of being a risk manager in venture.Thanks Rana for coming on the show to share your wisdom and views on Europe, venture, and private markets. We hope you enjoy.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction and Ultimus Sponsor Message01:59 Introducing Balderton Capital Partner, Rana Yared04:16 Rana's Journey from Goldman Sachs to Balderton04:25 Transition from Investment Banking to VC06:26 Insights on Financial Services and Market Structure06:37 Investing in Market Structure09:05 Disruptive vs. Evolutionary Innovations in Fintech12:53 Partnering with Incumbents14:31 The Importance of Durability and Product Velocity18:11 Strategic Investing vs. Venture Capital21:21 Investing in the European Ecosystem27:06 The Exciting Potential of Revolut and European FinTech27:21 FinTech Giants in Germany27:54 European Companies' International Advantage28:55 Investor's Perspective on European Expansion29:48 The Role of Venture Capital in Europe29:22 Challenges and Strategies for European Investors30:20 The Importance of Local Presence30:55 The Future of European Ecosystems31:28 US VCs Entering Europe32:15 Bridging the Talent Gap34:02 Mentorship and Expertise35:52 The Role of LPs and European Investment Opportunities37:23 Challenges for European Pensions and Endowments38:49 Innovations in Fund Structures41:27 The Impact of Governmental Participation in Venture42:22 Exciting Opportunities in European Venture43:10 FinTech's Massive Potential43:59 Europe's Unique Financial Services Advantages44:53 Geopolitical Concerns for Investors45:51 Lessons from War Studies Applied to Investing47:11 The Future of Retirement Investments in Europe49:13 The Importance of Patience in Investing

In this episode of The RevOps Review, Jeff Ignacio and Lonny Sternberg dive deep into the future of Revenue Operations and the strategies that power sustainable growth. Explore how crafting a strong ICP can supercharge product-market fit, why integrating RevOps early in your organisational planning is critical, and what the next decade holds for startup funding and tech evolution. With a fresh take on balancing people, data, and AI in operations, this episode spotlights the human aspects that drive RevOps success.

Allison Brecher, General Counsel and Chief Compliance Officer of growing fintech startup and digital retirement platform Vestwell, shares her journey from journalism to the law, and from law practice to in-house. She provides insights into how to be a general counsel who is proactive and integrated into the business, and the opportunity to build a department and company culture from the ground up at Vestwell.

In this episode of Fintech Impact, host Jason Pereira interviews Aaron Schumm, Founder and CEO of Vestwell, a revolutionary platform designed to empower employee savings programs across America. Aaron shares insights into how Vestwell is reshaping savings through workplace and direct-to-individual programs, emphasizing tax-preferred savings vehicles. The conversation delves into the pain points that led to the creation of Vestwell, its innovative approach to simplifying savings, and the impact it hopes to have on the financial well-being of millions.Episode Highlights:00:25: Aaron discusses Vestwell as a backend powerhouse that enables savings programs such as 401k's and IRAs through channel partners, focusing on tax-preferred vehicles and emphasizing the importance of making savings accessible to all.02:08: Aaron talks about the organic growth of Vestwell to include a wide array of saving programs, driven by a desire to solve broader issues in the savings industry. This part of the discussion illuminates Vestwell's holistic approach in addressing savings needs beyond retirement. 04:15: Aaron elaborates on Vestwell's model of distribution through channel partners, particularly financial advisors, and how it aims to seamlessly integrate savings programs into existing financial ecosystems to enhance scalability and reach.08:23: Aaron paints a picture of the end-user journey, emphasizing the personalized and engaging digital interface that encourages participation and informed savings decisions.13:39: The conversation turns to the reception of Vestwell's platform among users and partners, highlighting the balance between innovation and the challenges of shifting away from legacy providers and systems. 18:18: Aaron shares his long-term vision for Vestwell, emphasizing the untapped potential in the savings space and the importance of collaborative efforts to drive meaningful change and financial wellness for millions.Key Takeaways:Vestwell aims to revolutionize the way savings programs are integrated and experienced in the workplace, addressing significant gaps in the market and making savings accessible to a broader audience.The company's growth and expansion signify a broader mission to tackle various facets of financial wellness, from retirement to education and healthcare savings. Overcoming legacy systems and redesigning the user experience were pivotal challenges that shaped Vestwell's trajectory, leading to an innovative platform that prioritizes simplicity and accessibility.Tweetable Quotes:"In our industry, simplifying complex processes is not just a luxury; it's a necessity. Vestwell aims to make savings straightforward and accessible for everyone." - Aaron Schumm"The journey from concept to execution in fintech is filled with unexpected challenges, but overcoming these obstacles paves the way for meaningful innovation." - Aaron Schumm "By focusing on the user experience, we're not just building a platform; we're fostering a culture of savings and financial wellness." - Aaron SchummResources Mentioned:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorPodcast Editinghttps://www.linkedin.com/in/aaronschumm/https://www.vestwell.com/ Hosted on Acast. See acast.com/privacy for more information.

Vestwell, which provides the infrastructure for employers to power workplace savings programs, has raised $125 million in what the company describes as a “preempted” round of funding. Learn more about your ad choices. Visit megaphone.fm/adchoices

Have you ever wondered how to personalize retirement benefits for your employees?  In this episode, I had the pleasure of chatting with Courtenay Shipley, a business retirement plan owner, about just that. We dive into different retirement plans like 401(k)s, IRAs, SIMPLE IRAs, and SEP IRAs, and discuss the importance of tailoring these plans to specific groups. Courtenay also shares insights on profit sharing and the safe harbor plan design. Listen in to learn more about: The importance of personalizing retirement benefits for employees Exploring different retirement plans like 401(k)s, IRAs, SIMPLE IRAs, and SEP IRAs Benefits of profit sharing and the safe harbor plan design Limitations of payroll companies like Gusto for managing benefits Alternative options like Guideline and Vestwell for managing retirement plans If you're looking to provide the best retirement benefits for your staff, this episode is a must-listen. Join us as we dive into the world of retirement plans and discover how to tailor them to your practice's specific needs. Let's make benefit planning a breeze! Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you're listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website www.thegrouppracticeexchange.com/exchange. Talk to you next time! Resources mentioned in this episode: Retirement Planology website IRS Website for for SIMPLE IRAs Gusto Guideline Vestwell Vanguard Connect with Maureen Werrbach & The Group Practice Exchange: Website Facebook Instagram LinkedIn   This episode is sponsored by TherapyNotes. TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner. Do you ever wish for a financial therapist who could relieve you from the last few months of bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to http://greenoakaccounting.com/tgpe  

In this episode, we talk about women in FinTech, creating startups in college, retirement, and investing.

People are truly a business's most important asset. With the right skill development and employee wellness program, a company's talent increases revenue and pushes the organization to reach its goals. “We looked at all of the costs and what employees wanted. Sometimes what they tell you what they want versus what they actually want are two different things. And we didn't want to define what wellbeing meant,” says Patty Kim, VP of People at Vestwell.In this episode of LEARN, Patty discusses how people managers have a valuable seat at the table to set the performance standard at a company. You'll also hear what it takes to create the ideal benefits package to attract and keep top-tier industry talent.In this episode, you will gain insights into:Crafting a benefits package that balances what your business can afford with what employees want, developing a culture of high performers to drive revenueInvesting in your people's development and skillsListen in on your favorite podcast app to learn how to become an even more effective people manager who drives noticeable value to your company.ResourcesPatty KimVestwellPodcast Recommendation:The Daily StoicTed BlosserWorkRampEpisode highlights:[04:48] The future of the benefits market[06:15] Strategizing benefits plans[08:20] Understanding the ROI of benefits plans[10:18] Adopting RTO initiatives[17:52] Gamifying learning programs[19:46] Investing in employee development[23:37] LEARN Rapid-fire round

Retirement planning and wealth management are becoming synonymous with financial wellness. It encompasses not just monetary security but also the tools and knowledge to navigate the intricate pathways of personal finance. As financial wellness takes center stage in retirement planning, interwoven with coordination and strategic technology integration, advisors and individuals can maximize their financial outcomes and achieve long-term peace of mind. In this episode, Jack talks with Aaron Schumm, Founder and CEO at Vestwell. Aaron founded Vestwell in 2016 to close the American savings gap by modernizing how individuals and small businesses save. Before Vestwell, Aaron co-founded FolioDynamix, which is now part of Envestnet. Aaron brings over 20 years of fintech and finserv experience from industry-leading companies, including Northern Trust, Citigroup, and Fiserv. Dedicated to serving millions of undersaved Americans, Aaron talks to Jack about the vital role the workplace retirement business is playing in bringing on new investors, helping them with the tools and capabilities they need to make their retirement savings journeys as productive as possible, as well as showing them how to maximize their financial results and peace of mind. Key Takeaways [01:27] - How Vestwell addresses financial wellness in the workplace. [06:19] - How Vestwell provides personalized recommendations for individuals. [08:20] - What the future holds for integration and coordination in wealth management. [12:46] - Vestwell's expansion of pooled and multiple employer solutions. [13:47] - How Vestwell addresses the retirement needs of workers with multiple jobs and rollovers. [16:11] - Exciting developments and plans for Vestwell. [17:53] - Aaron's three key takeaways. [19:52] - Aaron's interests and activities outside of work. Quotes [06:05] - "Our role is to help facilitate and guide that next best dollar and provide the experience to the end user that allows them to know what they're doing and how they can best optimize to save for their future." ~ Aaron Schumm [18:11] - "Expanding into the workplace offering is a core anchor for anyone who wants to engage in a future wealth program." ~ Aaron Schumm [18:24] - "The demand we're seeing on the financial wellness side, where people are just saying, ‘Hey, help me work through this or help me think through this and create an actionable result', is really important. And the key is that last piece, making it actionable." ~ Aaron Schumm Links  Aaron Schumm on LinkedIn Vestwell Gradifi Morgan Stanley Connect with our host LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

During today's discussion, we sat down with Carlos Alonso-Torras, a newly promoted Partner at FinTech Collective in New York City. Carlos is a former operator turned investor with a strong passion for investing in Latin America. His current fund focuses on Seed and Series A investing in FinTech globally. Since its inception in 2012, FTC has invested in over 50 companies, including MoneyLion, Vestwell, Willa, Flutterwave, and TradeBlock. Join us as Carlos discusses shifting from an operating to investing role, starting as an Associate and working his way up to Partner, vertical specializations within FinTech, and the investing ecosystem in Latin America.Episode Chapters:Motivation to get an MBA at Penn - 1:05Operations to Investing - 2:05Interest in FinTech - 3:17FinTech Collective - 4:10Promotions in VC - 4:50Portfolio Support - 5:50  Vertical Specialization in FinTech - 7:10 Venture & Growth Investing in Latin America - 9:40Tech Adoption in LatAm - 14:10Current State of Venture Capital Funding - 16:57Mattilda Investment - 19:45 Decentralized Finance Solutions - 20:50Ending Questions - 22:45 As always, feel free to contact us at partnerpathpodcast@gmail.com. We would love to hear ideas for content, guests, and overall feedback. Show NotesLatAm Digital Payments

Welcome to a new episode on the Modern SaaS Finance Podcast hosted by David Appel, head of Software/SaaS at Sage Intacct. Joining us on todays episode is David Sheen, Chief Financial Officer at Vestwell, a turnkey solution for financial advisers that provides them with the ability to offer clients a retirement plan without taking on the risk and costs typically associated with creating one.  On this episode, David shares some insight into what has changed in managing uncertainty for finance leaders, he explores what makes building a fintech solution unique and how he partners with P/L leaders in attaining profitable growth. This is one episode you do not want to miss! Listen to the full episode for all the great insights shared. For more episodes on the Modern SaaS Finance, subscribe to our podcast channel on any major streaming platforms including Spotify, Apple Podcast, Google Podcast, Amazon Music, Audible, etc. If you are a SaaS finance leader or expert and will like to join our Modern SaaS Finance community, click here to request access. Explore more SaaS finance tips and best practices here.

Get ready to uncover Aaron Schumm's unique insights on retirement planning, problem-solving, and industry challenges that will make you rethink retirement planning.In this episode, Jamie Hopkins and Ana Trujillo Limón speak with Founder and CEO of Vestwell Aaron Schumm about his journey from aspiring stockbroker to CEO and founder of Vestwell. They delve into why Aaron asks candidates about their motivations for working in retirement and what he looks for in their responses. Aaron also shares more about his passion for problem-solving and making a positive impact through his work, Vestwell's mission to revolutionize retirement savings, the opportunities presented by the Secure Act, the importance of language in the industry, the challenges of jargon, and much more.Aaron discusses: How he went from wanting to become a stock broker to becoming the CEO and founder of VestwellWhy he asks candidates why they want to work in retirement and what he looks for in their responsesHis drive to solve problems and make a positive impact on people's lives through his workVestwell's mission to change the retirement landscape with efficient and scalable savings solutions for businesses and individualsThe new opportunities that the Secure Act presents for retirement planning and how Vestwell is prepared to handle the changesThe importance of language in the retirement savings industry and how using terms like "savers" instead of "participants" can help engage peopleThe challenges of industry jargon and how it can be confusing for both professionals and clientsAnd moreResources:Friends: Phoebe Works In Corporate For Benefits and a 401(k)Franklin Templeton: “Managed Accounts” Is A Terrible Name by Kevin MurphyConnect with Jamie Hopkins and Ana Trujillo Limón: Carson Group LLCLinkedIn: Jamie HopkinsLinkedIn: Ana Trujillo LimónConnect with Aaron Schumm:VestwellLinkedIn: Aaron SchummAbout our Guest: Aaron Schumm is Founder and CEO of Vestwell. Aaron founded Vestwell in 2016 to close the American savings gap by modernizing the way individuals and small businesses save. Prior to Vestwell, Aaron co-founded FolioDynamix which is now part of Envestnet (NYSE: ENV). He brings nearly 20 years of fintech and finserv experience from industry-leading companies including Northern Trust, Citigroup, and Fiserv. Aaron obtained his MBA at Duke University, Fuqua School of Business, and has a BS in Finance from the University of Illinois.

This week we're talking all things ABLE accounts! From eligibility to qualified disability expenses to using your ABLE account as a tax-advantaged investment vehicle, we've got you covered. Joining us to discuss these accounts is Mary Rubenis, VP of Client Relationship Management and ABLE Savings at Vestwell. Vestwell is the program administrator for ABLE accounts in 20 states. But today's episode is for everyone -- regardless of which state you live in! Get out a pencil and notebook and get ready to learn. Compare plans with ABLE National Resource Center: https://www.ablenrc.org/compare-states/ Learn more about ABLE accounts at ABLE Today: https://www.abletoday.org/ Check social security functional limitations to see if you qualify for an ABLE account even without SSI or SSDI via the SSA Blue Book: https://www.ssa.gov/disability/professionals/bluebook/ Spotlight on ABLE from the SSA: https://www.ssa.gov/ssi/spotlights/spot-able.html Social Security Benefits Counseling by state via the Ticket to Work program: https://choosework.ssa.gov/about/meet-your-employment-team/ POMS document for ABLE & Social Security: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501130740 Check out the Vestwell website: https://www.vestwell.com/ (Though if you want to apply for an ABLE account, visit your state's ABLE website. You'll interact with Vestwell once you have an account set up, if you're in one of the 19 states they service.) Full episode transcript: https://momautismmoney.com/able-mary-rubenis/

A startling 6.6% of Fortune 500 companies have women as their CEOs and only 23% of C-Suites are made up of women. Such statistics show that gender bias is prevalent despite increased traction and awareness around diversity, equity, and inclusion. While progress is slow, thankfully, it is not stagnant. Many businesses receive questions about the lack of diversity within their organization and what they are doing to fix it.  In this episode, Jack speaks with three wealthtech legends: Noreen Beaman, Vice Chair Board of Directors at Orion Advisor Solutions, Lori Hardwick, Board Director at Cetera, Orion, and Cerity Partners and Board Chair at Vestwell and Docupace, and Cheryl Nash, Chief Executive Officer of Financial Supermarket at InvestCloud. The three discuss important themes that have led to their professional wins: embracing challenges, trusting your instinct, working hard, and surrounding yourself with a strong support system. Lori, Cheryl, and Noreen talk with Jack about the evolution of their careers, their advice for women in wealthtech, and their thoughts on where the industry is headed. Key Takeaways [02:47] - An introduction to Lori Hardwick. [04:01] - An introduction to Noreen Beaman. [05:39] - An introduction to Cheryl Nash. [07:43] -  The evolution of Noreen's career.  [10:02] - How taking chances benefitted Cheryl's career. [12:03] - An overview of Lori's career. [15:10] - Cheryl's advice for women in wealthtech. [17:02] - Lori's professional pearls of wisdom. [19:15] - Noreen's sage words for women in wealthtech. [24:31] - The importance of building your network to solve problems.  [27:20] - Lori's view of the future of the business. [28:47] - Cheryl's thoughts on the potential of the wealthtech industry. [30:18] - Noreen's view on the innovation and digitization of wealthtech.  [32:34] - Cheryl's key takeaway: find a support system. [33:20] - Lori's key takeaway: be brave. [34:21] - Noreen's key takeaway: be resilient. [35:21] - How Lori spends her time outside of work. [36:22] - How Noreen spends her time outside of work.  [37:48] - How Cheryl spends her time outside of work. Quotes [09:15] - “You need to take chances and try different things. It doesn't mean you'll always be successful at them, but without having those experiences, you will not really be able to move along in your career like you need to.” ~ Noreen Beaman [16:01] - “What gets measured really gets done. You should ask that your firms are measuring diversity, not just gender, and that you reward those who take it seriously and do the right things to keep women and diverse candidates and grow them.” ~ Cheryl Nash [33:24] - “I had someone tell me just a couple months ago, ‘you wrote your own story.  You didn't let anybody else be the author of your story.' I really appreciated that and I want to make sure I encourage other women and men to do that as well.” ~ Lori Hardwick Links  Lori Hardwick Cheryl Nash Noreen Beaman Orion Advisor Solutions Docupace InvestCloud Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

What's new in the industry? Grab a drink and join us as we rank what's underrated and overrated in wealth management. · Schwab will tackle tech hiccups from TD Ameritrade accounts migration· Robinhood seeks to become the gig economy super-recordkeeper· Toews establishes National Investment Risk Management Day· Sarah Levy Makes second unpopular decision at Betterment in two months· Carson Wealth seeking greener 401(k) pastures by choosing Vestwell's ‘dirt cheap' fees We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way. Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL Hosted on Acast. See acast.com/privacy for more information.

Welcome to Part 2 of episode #43 of the Fiduciary U™ Podcast. My guest on this episode is Aaron Schumm, Founder & CEO of Vestwell.  This is Aaron's second time on the podcast since first appearing in 2020 as my second guest on the show.  A lot has changed since then and Vestwell's success has gone nuclear, making them a dominant force in the small plan recordkeeping market.  On this episode, we discuss topics that range from developing systems and workflows that scale, service models that succeed, how Vestwell is empowering the next generation of retirement savers by making advisors and TPA more efficient, crypto, and more.  And so with that introduction I hope you enjoy this episode with Aaron Schumm. Make sure to listen to Parts 1 & 2 with your favorite podcast app!

Welcome to Part 1 of episode #43 of the Fiduciary U™ Podcast. It's been a few months since I released a podcast – the end of the year was pretty crazy launching a lot of new features and functionality in my FiduciaryRx platform which required a lot of my focus and attention.  But now I'm back and have some really exciting guests scheduled over the new couple of months.  Like my more recent episodes, I've broken this one into 2 parts and releasing both so make sure to check each of them out. You won't want to miss either one. My guest on this episode is Aaron Schumm, Founder & CEO of Vestwell.  This is Aaron's second time on the podcast since first appearing in 2020 as my second guest on the show.  A lot has changed since then and Vestwell's success has gone nuclear, making them a dominant force in the small plan recordkeeping market.  On this episode, we discuss topics that range from developing systems and workflows that scale, service models that succeed, how Vestwell is empowering the next generation of retirement savers by making advisors and TPA more efficient, crypto, and more.  And so with that introduction I hope you enjoy this episode with Aaron Schumm. Make sure to listen to Parts 1 & 2 with your favorite podcast app!

Hold on tight as Michelle answers a lightning round of questions from Nicole in this fireside chat.Get personal with 3 minutes, you don't want to miss!And if you love listening to Humans of Fintech, please leave me a 5-star review on Rate My Podcast: https://ratethispodcast.com/humansoffintechThank you so much!Follow Michelle:LinkedIn: https://www.linkedin.com/in/michellektran/Twitter: https://twitter.com/MkateMamaYou can keep up-to-date with everything Humans of Fintech at https://workweek.com/brand/wtfintech/And if you've enjoyed Humans of Fintech why not try: Chicks of FinTwit, Tech Unlocked, Breaking Banks or Fintech Insider

Michelle Tran is building a community, meeting fintech bro culture head on. Find out why she will no longer be talked over.Michelle Tran is the Head of Enterprise Sales and SVP at Vestwell, a platform working to close the savings gap. She's also the Founder of NYC Fintech Women and Dreamers // Doers, a collaboration and mentorship community.Nicole and Michelle get into her inspiring family story of immigration in tough circumstances, why she's determined to keep on giving back, and the aha moment when she found herself talked over at a pitch meeting, triggering her mission to create a supportive community and mentoring other women in fintech.And if you love listening to Humans of Fintech, please leave me a 5-star review on Rate My Podcast: https://ratethispodcast.com/humansoffintechThank you so much!Follow Michelle:LinkedIn: https://www.linkedin.com/in/michellektran/Twitter: https://twitter.com/MkateMamaYou can keep up-to-date with everything Humans of Fintech at https://workweek.com/brand/wtfintech/Timestamps:00:00 Intro02:29 The Quest For A Better Life07:00 The Art Of Giving Back11:21 Checking Those Family Boxes14:02 That Aha Moment17:29 Power To All The People20:18 Looking At The End Game22:28 Finding Your Fintech People26:18 All About Visibility36:14 What Is The Change You Want To Be?And if you've enjoyed Humans of Fintech why not try: Chicks of FinTwit, Tech Unlocked, Breaking Banks or Fintech Insider

A secure retirement doesn't just happen. It needs to start with planning and saving early. People are becoming increasingly aware of the importance of retirement savings as they age but still fail to save enough. While there are several reasons for this, others simply do not have easy access to a retirement savings plan at work. In this episode, Jack talks with Michelle Tran, SVP & Head of Enterprise Sales at Vestwell. Passionate about all things fintech and wealthtech, Michelle is a growth and sales leader with success in growing businesses and teams. She is a fintech and wealthtech leader supporting women in the industry and helping end investors and small business owners fulfill their financial legacies. As one of the top 100 women in fintech, Michelle talks with Jack about the important role that workplace retirement business plays in educating and guiding new investors, the convergence of workplace retirement and wealth management, and her commitment to empowering women in fintech. Key Takeaways [01:09] - Michelle's personal and professional background. [04:19] - The secret to Vestwell's phenomenal growth. [06:56] - How Vestwell enables participants to save. [08:58] - The various technologies Vestwell uses to make saving easier. [10:34] - The convergence of workplace retirement and wealth management. [16:14] - How partnerships between wealth management firms benefit advisors. [17:01] - The role Michelle plays for women in fintech. [20:07] - What the future holds for fintech, retirement, and women in fintech. [24:59] - The things that interest Michelle outside of work. Quotes [03:45] - "Not a lot of America has access to savings. If you think about the 401k space, there are 32 million small businesses in the U.S., and less than a million have actual workplace savings." ~ Michelle Tran [05:02] - "When you think about access and helping people save, you don't want people trying to save that extra hundred dollars to go through 10 different steps. You want to make it as easy as possible. That's how individuals will save for the long-term."  ~ Michelle Tran [20:46] - "Modern user experience is so important. It is how you continue to build a user experience that will effectively and efficiently engage users. And that's always going to be at the core of how businesses need to think about building their platform." ~ Michelle Tran Links  Michelle Tran on LinkedIn Michelle Tran on Twitter Vestwell BlackRock iShares Apex Clearing Robin Hood Foundation Aaron Schumm Franklin Templeton Goals Optimization Engine (GOE®) | Franklin Templeton Online Wealth Management | Morgan Stanley Morgan Stanley Fidelity Investments Charles Schwab Tiburon Strategic Advisors Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

As a financial industry veteran, Michelle Tran knows there's a need for greater diversity in banking and fintech.That's why she started NYC Fintech Women, a group of more than 8,000 women supporting each other to create more opportunities for females in financial technology roles. Michelle talks with Becca and Bryan about gender-equity in fintech and the trends she's seenin digital wealth management during her time at Vestwell.

Vestwell CEO Aaron Schumm on Who Owns the Participant and What's Next for RecordkeepingWe pitched Vestwell CEO Aaron Schumm a softball question to start the interview and hit him with a hard follow-up. True to form, he deftly fielded both.The digital 401(k) recordkeeper is on a tear of late, raising money from major players, and is now named to INC. magazine's list of the fastest growing U.S. companies. We discuss needed disruption in the recordkeeping space, a pivot to college savings, and what's next for the industry and company.

BRN Sunday | State Run Retirement Programs: Closing the Retirement Coverage Gap, Restoring Delphi Pensions, Senators Request more Information about Crypto in 401ks, the Fed hikes interest rates and markets returns positive gains | Aaron Schumm, Vestwell, David Levine & Kevin Walsh, Groom Law Group and Oliver Renick, TD Ameritrade Network | Visit http://www.broadcastretirementnetwork.com­­­­­­­­­­­­­­­­s rates

Manuel is an experienced Web Application Developer with an interest in product research and development. And is currently the Software Engineering Manager at Vestwell. https://www.vestwell.com/careershttps://www.thewhyinetwork.com/Social: @WhyiNetworkSupport the show (https://www.buymeacoffee.com/thewhyinetwork)

Saving money is something that should start early in life, but it's never too late to get started. Saving can be difficult at times, but there are ways to make it easier.  In this episode, Jack talks to Aaron Schumm, Founder and CEO of Vestwell. Aaron brings nearly 20 years of fintech and finserv experience from industry-leading companies. He founded Vestwell in 2016 to close the American savings gap by modernizing the way individuals and small businesses save. Prior to Vestwell, Aaron co-founded FolioDynamix, which is now part of Envestnet. Aaron talks with Jack about his approach to guiding people toward financial wellness, how Vestwell serves its clients, and how savers can step up their saving strategies. Key Takeaways [01:10] - How Vestwell serves its clients. [02:16] - What sets Vestwell apart from other wealth management platforms.  [04:27] - How Vestwell fits into Morgan Stanley's ecosystem. [06:36] - Why the convergence of wealth management and retirement is becoming a trend. [09:23] - How savers can step up their saving strategies. [13:14] - The role Solium Capital plays at Morgan Stanley. [15:04] - How Vestwell plays a role in the future of saving and wealth management. [19:11] - Aaron's approach to guiding people toward financial wellness. [20:17] - The evolution of Aaron's career in wealth management. [23:01] - Aaron's three key takeaways. Quotes [15:27] - "Everyone needs to save. Especially in today's world, with expenses rising, cost of living rising, and not saving enough, you need to start stepping in early. And there's no better way to do that than starting in the workplace and then carrying beyond." - Aaron Schumm [16:02] - "We have too many people that are just undersaved and we have to do something. And the private market isn't able to engage at the pace we want right now." - Aaron Schumm [24:28] - "There's really cost-effective ways in designing savings plans that aren't expensive and there's a lot of tax credits and whatnot. I think it's really a responsibility for everyone to start and make sure that they're setting themselves up and their employees' success in the future." - Aaron Schumm Links  Aaron Schumm on LinkedIn Vestwell Empower Retirement JP Morgan Great-West Investments Fidelity Investments Prudential Financial Morgan Stanley Solium Capital (now Shareworks by Morgan Stanley) Northern Trust InvestCloud FolioDynamix Envestnet Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

In this conversation, we chat with Aaron Schumm, the Founder and CEO of Vestwell, an entirely new kind of digital retirement platform transforming the way plans are offered and administered — for the benefit of advisors, employers, and employees alike. Prior to founding Vestwell, Aaron was a co-founder of FolioDynamix, a wealth management and advisory services company that powered $800 billion in assets for over 100,000 advisors. At FolioDynamix, which was sold to Envestnet in 2017, Aaron oversaw the strategy, revenue, marketing, customers and product. Aaron holds a B.S. degree in finance from the University of Illinois and an M.B.A. degree from Duke University, The Fuqua School of Business. He was named as one of 40-under-40 by InvestmentNews and WealthManagement.com's “10 to Watch” More specifically, we touch on all things 401ks, IRAs, Portfolio Balancing, Roboadvice in portfolio management, and so so much more!

Dan Rosen, Founder and General Partner at Commerce Ventures, talks about the evolution of fintech over the last two decades. Dan shares real-life examples of innovative fintech entrepreneurs building solutions that touch customers and businesses in a meaningful way, and his thoughts on whether or not now is still a good time to start a company in the fintech space.In this episode, you'll learn:[4:57]  Why many of the early investments in FinTech were in enablers and infrastructure[9:27] Having domain expertise is good, but passionate outsiders are doing equally great in modern FinTech[13:46] How telling your journey first connects you with the right investor[19:04] Have we reached peak FinTech, or is there more to go?About Guest SpeakerDan Rosen is the Founder and General Partner at Commerce Ventures. Dan is one of the original FinTech VCs and has been investing in tech startups for 20 years. He focuses on technology innovations in the payments, financial services and insurance fields, serves on the boards of Blooom, ClickSWITCH, Kin and Socure, and participates as an observer on several other portfolio boards, such as BillGO and MX Technologies.Fun Fact: Dan funded his adolescent baseball card and comic book collecting habits by delivering the Boston Globe newspaper early each morning (rain or shine).About Commerce VenturesCommerce Ventures is a Silicon Valley-based early stage venture capital firm focused on investing and empowering the next generation of technology innovators in the retail and financial services industries. Portfolio companies include: bill.com. BILLGO, ClickSWITCH, InAUTH, Kin, MARQETA, Blooom, Theatro, Boomtown, Vestwell, Mulberry and Socure.Subscribe to our podcast and stay tuned for our next episode that will drop next Tuesday. Follow Us:  Twitter | Linkedin | Instagram | Facebook

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

Aaron is the founder & CEO of Vestwell, an entirely new kind of digital workplace savings platform transforming the way employers and employees are powering $33T in retirement savings for the benefit of everyone. Vestwell has built the backbone infrastructure engine removing the challenges financial services and payroll companies have had in providing high-scale, low-cost, flexible, modern workplace savings programs to smaller businesses and employees across the country.

Are 401 (k)s more complicated than they should be? Our guest this week thinks so. We're joined by Benjamin Thomason, executive vice president at Vestwell. Vestwell is redefining the 401(k) offering by serving as the underlying engine to help anyone power a workplace savings program on their team. Ben explains how the company uses technology to provide businesses with an unbundled, configurable solution that translates retirement plans that are easier to offer and administer. Ben also tells about how he got into 401(k) services in the first place and as always, answers some of Ned's favorite "random questions". 

Lori Hardwick is our industry's "Swiss Army Knife." She's successfully served in both strategic and operating roles. She can move effortlessly between conversations on asset management, fintech, and the state of custodians and broker/dealers in this industry. She's converted all of this experience into positions with some of the most successful companies in financial services. Lori's career spans 30 years, and includes leadership roles at Nuveen, Envestnet, Pershing, and her own company – AI Labs – which she sold to Envestnet in 2020. Lori has now set her sights on helping several growing companies with their strategic goals via her Board of Director seats at Orion, Vestwell, Cetera and Genstar. I'm thrilled to have Lori on the show to discuss her passions, her insights on hot industry trends, and how's she's driving industry diversity. All this and more on this 14th episode of Can You Hold My Attention?

Guest name: Mark Kravietz Company: ALINE Wealth Website: www.alinewealth.com Brief description: In today's episode, Mark Kravitz co-head of ALINE Wealth discusses exit planning for business owners. The audience will learn how to pre-plan exiting their business, what key areas need to be in place before selling any business, and the critical role that timing plays. www.alinewealth.com Guest name: Richard Tatum Company: Vestwell Website: www.vestwell.com Brief description: Richard Tatum of Vestwell shows how company sponsored retirement plans provide several different benefits for business owners, including a way to attract and retain top talent. They also offer significant tax breaks for the business itself, and often for the owner. In this episode, we'll discuss how owners can select the right retirement plan offering for their business, as well as the benefits of each one. www.vestwtell.com

Guest name: Mark KravietzCompany: ALINE WealthWebsite: www.alinewealth.comBrief description: In today's episode, Mark Kravitz co-head of ALINE Wealth discusses exit planning for business owners. The audience will learn how to pre-plan exiting their business, what key areas need to be in place before selling any business, and the critical role that timing plays. www.alinewealth.com Guest name: Richard TatumCompany: VestwellWebsite: www.vestwell.comBrief description: Richard Tatum of Vestwell shows how company sponsored retirement plans provide several different benefits for business owners, including a way to attract and retain top talent. They also offer significant tax breaks for the business itself, and often for the owner. In this episode, we'll discuss how owners can select the right retirement plan offering for their business, as well as the benefits of each one. www.vestwtell.com

Ryan Zauk sits down with Rana Yared, Partner at Balderton Capital, one of Europe’s most storied venture capital firms. Rana is a former partner at Goldman Sachs, and helped lead the firm's principal strategic investments in the US and UK. She represented Goldman Sachs on the Boards of Tradeweb, NAV, Vestwell, New York Shipping Exchange, and Swapclear @ LCH. Rana joined Balderton as a General Partner in 2020, focusing on fintech investments. In today’s episode, they discuss: - Her long journey from Wharton to Goldman to Balderton, and a surprise stop for a masters in securities analysis (nukes and bombs, not stocks and bonds) - The secret sauce of Balderton, the Balderton Collective, and their fantastic track record - The two fintech verticals she’s most excited about - The 3 key things on her investor checklist and what is an immediate dealbreaker - Her investment in Unqork while at Goldman and Flywire while at Balderton - Why she’s so excited about Europe, Balderton’s new liquidity fund, and the massive “bridge” opportunity she sees - And a rapid-fire round including her best pastry, favorite restaurant in London, and her advice to founders. For more Fintech insights, follow us below: Medium: medium.com/wharton-fintech WFT Twitter: twitter.com/whartonfintech Ryan's Twitter: twitter.com/RyanZauk LinkedIn: www.linkedin.com/company/wharton-fintech-club/

Retirement investments play a critical role in a well-rounded portfolio. Today Hrishi Dixit, Chief Technology Officer, and Sylvain Grande, Chief Product Officer of Yieldstreet, host a conversation with Aaron Schumm, Founder & CEO of Vestwell, about the retirement savings landscape and how it has evolved over the last 10-15 years.Key Takeaways:[2:07] The vision and evolution of Vestwell.[5:01] The critical role of retirement accounts in an investment portfolio.[9:26] Resources that educate and empower retirement investors.[14:30] Overcoming the logistical hurdles of moving retirement funds around. [19:27] New initiatives that will help simplify regulated processes. [24:07] What is the potential impact of fintech on where people invest? [26:46] Tools that support a multifaceted approach to retirement savings.[29:41] Insights into less common retirement investment options. [31:56] What is the future of fintech and accessibility to retirement investing? [34:15] Yieldstreet's goals center around increasing accessibility to investing.Mentioned in This Episode:YieldstreetVestwell

Today we're joined by Aaron Schumm, the founder and CEO of Vestwell. Aaron takes us into a place we've never been—the employer retirement plan arena. He gives us insights into the laws governing the space, the rate of digital transformation taking place for 401ks, and the city in the United States with secretly great tacos. Hit subscribe to join co-hosts Johnny Sandquist (Three Crowns Copywriting & Marketing) and Torie Happe (FIX Flyer) for new taco drops on Thursdays.

The post #ItzOnWealthTech Ep. 79: The Ultimate Tech Stack for Retirement Plans with Aaron Schumm, Vestwell appeared first on and was written by Craig Iskowitz. “Our goal is to make sure that every single person that touches this platform, irrespective of who it is, if it's an advisor, if it's an asset manager, if it's a company, if it's the employees of those companies, every person has to be better with Vestwell than without. And that's something we focus on […] The post #ItzOnWealthTech Ep. 79: The Ultimate Tech Stack for Retirement Plans with Aaron Schumm, Vestwell appeared first on and was written by Craig Iskowitz.

Aaron Schumm is the founder and CEO of Vestwell, a digital recordkeeping platform that leverages modern technologies to bring a low-cost, easy to use retirement platform to the small-to-medium sized plan market. With over 15 years of experience in wealth management and advisory services, Aaron has a lot of knowledge to share on how to make ERISA Fiduciaries smarter.   Listen in as we discuss how technology is reshaping the recordkeeping industry by increasing flexibility and access to data, as well as limiting potential errors. You will learn the importance of cyber security, how to set up a safe environment for recordkeeping, and where Aaron believes the retirement industry is headed. 

The post #WinnersOfWealthTech Ep 28: Aaron Schumm, Founder and CEO of Vestwell appeared first on and was written by Craig Iskowitz. “One of the core things I love the most is that every person who touches our platform is better off than without.” — Aaron Schumm This month's Winners of Wealthtech interview is with Aaron Schumm, the Founder and CEO of Vestwell, an entirely new kind of digital retirement platform transforming the way plans are offered […] The post #WinnersOfWealthTech Ep 28: Aaron Schumm, Founder and CEO of Vestwell appeared first on and was written by Craig Iskowitz.

Allison Brecher Bio: Allison is the General Counsel at Vestwell, where she leads the legal, compliance, and data privacy operations at the company. She has practiced in the ERISA, employee benefits, and privacy areas for more than 20 years. She brings her prior experience as in-house counsel at global Fortune 200 companies to a startup and she enjoys using her expertise to educate plan sponsors, advisors, and others about the legal and compliance issues involved with operating their retirement plans. Topic I – Introduction Topic II – Fiduciary Duties of ERISA Topic III – Can a plan sponsor delegate all of its fiduciary duties? Topic IV – Plan considerations to account for when selecting the investment options for the plan Topic V – Current litigation issues Topic VI – Closing Remarks Guest Speaker Information: Allison Brecher, General Counsel Allison Brecher LinkedIn: https://www.linkedin.com/in/allisonbrecher/ Company Info: Vestwell Website: https://vestwell.com/ Company Linkedin: https://www.linkedin.com/company/vestwell-advisors/ Facebook: https://www.facebook.com/vestwell401k/ Twitter: https://twitter.com/Vestwell United of State Department of Labor Employee Benefits Security Administration Seminars and Webcasts https://www.dol.gov/agencies/ebsa/about-ebsa/our-activities/resource-center/seminars-and-webcasts 401(k) plans https://www.dol.gov/agencies/ebsa/key-topics/retirement/401k-plans RIA Compliance Concepts Toll Free: 1-833-RIACCIO Email: info@riacc.io Website: www.riacc.io LinkedIn: https://www.linkedin.com/company/25040493/admin/updates/ Twitter: https://twitter.com/RIAComplyCEP Facebook: https://www.facebook.com/RIAComplianceConcepts/ Instagram: https://www.instagram.com/riacomplianceconcepts/ Host Information Ivan Barretto, Managing Director LinkedIn: https://www.linkedin.com/in/ivanbarretto30/ Megan Campbell, Managing Director LinkedIn: https://www.linkedin.com/in/megan-campbell-5016a442/

Every week the show host John Siracusa talks with amazing fintech leaders and entrepreneurs through conversation, through which uncovers the amazing stories behind them and their creations. You can Subscribe to this podcast and stay up to date on all the stories here on iTunes, Google Play, Stitcher and iHeartRadio. In this episode John chats with Aaron Schumm from Vestwell. Aaron shares some amazing stories throughout his entrepreneurial career like stressful times of being totally out of cash, to more positive like talking with over 80 VCs of which only 3 said no to funding his company.  He's been through a lot, yet stayed positive throughout it all. John and Aaron discuss it and laugh a bit. Tune in and learn about the organic progression on why/how Aaron built his recent company, Vestwell.  Vestwell has some amazing VC backers, F-Prime Capital Partners, FinTech Collective, Commerce Ventures and Primary Venture Partners to name a few. Aaron Schumm LinkedIn - Twitter Vestwell LinkedIn - Twitter John is the host of the 2x weekly "Bank On It” podcast recorded onsite from the CG offices and a highly sought after fintech, VC and financial services industry enthusiast and connector. He's in the center of the fintech ecosystem keeping current with the ever - innovating industry. Follow John on LinkedIn, Twitter or on Medium