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Case Studies

Discover real-world success stories powered by Vestwell’s savings solutions.

Hear from our clients and partners
Learn how Vestwell’s flexible, modern solutions support our partners, businesses, and savers across the country.

Unlocking Growth: How Carbon Collective Expanded Their Retirement Business With Vestwell

“Our clients get excellent support from Vestwell, and it has really allowed us to scale.”

Zach Stein

Co-Founder & Chief Investment Officer, Carbon Collective

A ‘No-Sweat’ 401(k): Simplifying Savings with Vestwell’s OnPay Integration

“Once payroll is processed, Vestwell pulls the information it needs and makes sure everything is going where it needs to go. I don't do anything! It’s like it’s on auto-pilot.”

Sophie DeHenzel

Co-Founder, DeHenzel Training Systems

Scalable Solutions: How Benetech Expanded Their Business as a Vestwell Flex Partner

“The open communication from Vestwell allows us to make the client experience seamless.”

Phil Dabney

Vice President of Sales and Marketing, Benetech

Community Care: Empowering Employees With Vestwell’s Retirement Plan

“In today's competitive employment landscape, adding a 401(k) plan has enabled us to outshine our competition.”

Tim Cooke

Co-Founder and Managing Director, Agape IHC

Seamless Savings: Paris International’s Transformative Partnership With Vestwell

“By transitioning to Vestwell, we moved from having friction to seamless operations. Everything just worked.”

Michael Paris

President, Paris International

CalABLE Ambassador Tianni J

CalABLE

powered by Vestwell

“In the future I'll use my CalABLE account to afford unexpected expenses like when I'll need a new wheelchair for transportation. CalABLE has helped me stay independent.”

Tianni J

Full-time student

Testimonial produced by CalABLE

Featured Case Studies

EMPLOYER5 minute read

Making the Switch: How Senior Helpers Naperville Elevated Their Retirement Benefit With Vestwell

ADVISOR6 minute read

Service at Scale: How Smooth 401(k) Partnered With Vestwell To Accelerate Their Growth

EMPLOYER6 minute read

High-Voltage Company; Low-Stress Retirement Plan

Employer Case Studies

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Making the Switch: How Senior Helpers Naperville Elevated Their Retirement Benefit With Vestwell

Community Care: Empowering Employees With Vestwell’s Retirement Plan

Beyond the Books: Leveraging Technology for Financial Empowerment

Profit-Sharing Made Possible: A Simple Solution for a Complex Plan

High-Voltage Company; Low-Stress Retirement Plan

A ‘No-Sweat’ 401(k): Simplifying Savings with Vestwell’s OnPay Integration

Mast Reforestation's Retirement Plan Success: Aligning Company Values with Employee Investments

A 401(k) on a ‘Silver Platter’: Saving Time with Vestwell’s Toast Integration

Making the Switch: Why Seiler Lankes Group Partnered With Vestwell for a Seamless 401(k) Plan Conver...

Partner Case Studies

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Making the Switch: How Carson Wealth Enhances Client Value With Vestwell

Global Solutions: How TaxStudio Streamlines Retirement Plans With Vestwell

Scalable Solutions: How Benetech Expanded Their Business as a Vestwell Flex Partner

Service at Scale: How Smooth 401(k) Partnered With Vestwell To Accelerate Their Growth

Seamless Savings: Paris International’s Transformative Partnership With Vestwell

Unlocking Growth: How Carbon Collective Expanded Their Retirement Business With Vestwell

Making the Switch: How Navalign Found Both a Provider and Partner

Vestwell by the numbers

1M+

SAVERS

350K+

BUSINESSES

30B+

ASSETS UNDER ADMINISTRATION

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