The recordkeeping industry hasn't been touched in over 30 years, so portfolio company, Vestwell, is "swapping a Model T for a Tesla" by building one from scratch with a purpose-built digital recordkeeper for 401(k) plans.
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Four years into startup, Vestwell makes its big move
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“With Vestwell, the portal the participant is interacting with is the same as the recordkeeping system, which is interfacing with the custodian using real-time APIs. "Now, with Vestwell, anyone in the financial services or payroll industry can enter or grow or scale their retirement plan offering essentially for free by running a full-modern platform as a service, CEO Aaron Schumm said.
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