Phil Kennedy

Revolutionizing the 401(k) industry with Benefits Brokers, Business Consultants, CPAs, Bookkeepers, HCM consultants, FAs and Technology Partners.

Role: Regional Vice President at Vestwell
Location: Littleton, CO, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

Experience

Regional Vice President
Vestwell
Feb 2024 — Present
Vestwell is the engine of the modern-day workplace and individual savings programs, such as 401(k), 403(b) plans, IRA, 529 College, and ABLE Savings programs. Our cloud-based platform provides the underlying architecture to enable anyone to provide access to the workplace and individual savings opportunities across financial institutions, state-sponsored savings initiatives, payroll companies, and fintech firms. Our mission is to provide a unified savings platform that closes the savings gap and delivers the elevated experience every saver deserves. Learn more at and on Twitter @Vestwell.

Contact information

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•••••@vestwell.com
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Current company

Vestwell

Financial Services · 594 employees · Founded 2016 · New York, New York, United States

Vestwell is the backbone of the modern savings economy. Vestwell is a financial technology company equipping individuals with the tools, confidence, and access to move toward financial well-being. Founded in 2016, Vestwell’s platform removes traditional barriers to saving, making it accessible, efficient, and approachable for everyone. Vestwell provides a comprehensive suite of workplace savings solutions, including retirement plans, student loan repayment benefits, and specialized accounts for education, emergencies, and disability savings. Trusted by financial advisors, employers, payroll providers, financial institutions, and government agencies, Vestwell powers 2.55M+ savers across 750+ businesses nationwide, with over $56B+ in assets saved across all 50 states. With a commitment to closing the savings gap and fostering a secure financial future for all, Vestwell provides an elevated and accessible savings technology everyone deserves. Recognized among CNBC’s World’s Top Fintech Companies, the Inc. 5000 list of fastest-growing companies, Forbes America’s Best Startup Employers, WealthManagement.com’s Retirement Plan Advisor Support Award, Built In’s Best Places to Work, and PLANSPONSOR’s Top 10 Recordkeepers, Vestwell continues to set the standard for innovation and impact in the savings industry. For more information, visit vestwell.com.

vestwell.com

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Experience

Regional Vice President

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