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Vestwell named as XY Planning Network FinTech Finalist

Portfolio company Vestwell has been named as one of seven XY Planning Network's FinTech Finalists for 2017. 

Vestwell is a digital retirement platform for financial advisors and their clients that combines the best parts of automated investing with a human touch.  Removing the friction points of confusion, cost and compliance overhead that come with traditional retirement plans, Vestwell allows for seamless plan design, automated onboarding, and low-cost investment strategies, making it easier for financial advisors and employers to offer a retirement plan.

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vestwell, portfolio news, fintech finalist