Best Software for 2025 is now live!
Show rating breakdown
Save to My Lists
Claimed
Claimed

Top Rated Vestwell Alternatives

Vestwell Reviews & Product Details

Vestwell Overview

What is Vestwell?

Vestwell is 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.

Vestwell Details
Show LessShow More
Product Description

Vestwell is 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.


Seller Details
Seller
Vestwell
Year Founded
2016
HQ Location
New York, US
Twitter
@Vestwell
1,242 Twitter followers
LinkedIn® Page
www.linkedin.com
441 employees on LinkedIn®

Colleen Y.
CY
Overview Provided by:
Marketing Manager, Demand Generation at Vestwell

Recent Vestwell Reviews

Kingfer Y.
KY
Kingfer Y.Small-Business (50 or fewer emp.)
4.0 out of 5
"Vestwell experience"
The web portal is easy to use and good Vestwell customer services.
Verified User
U
Verified UserMid-Market (51-1000 emp.)
4.5 out of 5
"Easy enough to use and understand"
It's simple, straightforward, and they've been able to answer any questions I've had.
Security Badge
This seller hasn't added their security information yet. Let them know that you'd like them to add it.
0 people requested security information

Vestwell Media

Answer a few questions to help the Vestwell community
Have you used Vestwell before?
Yes

2 Vestwell Reviews

4.3 out of 5
The next elements are filters and will change the displayed results once they are selected.
Search reviews
Hide FiltersMore Filters
The next elements are filters and will change the displayed results once they are selected.
The next elements are filters and will change the displayed results once they are selected.
2 Vestwell Reviews
4.3 out of 5
2 Vestwell Reviews
4.3 out of 5

Vestwell Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
G2 reviews are authentic and verified.
Kingfer Y.
KY
Vice President - TCL North America
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Vestwell?

The web portal is easy to use and good Vestwell customer services. Review collected by and hosted on G2.com.

What do you dislike about Vestwell?

For new user, the term and condition is little complicated. Review collected by and hosted on G2.com.

What problems is Vestwell solving and how is that benefiting you?

Implement new 401(k) Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Vestwell?

It's simple, straightforward, and they've been able to answer any questions I've had. Review collected by and hosted on G2.com.

What do you dislike about Vestwell?

Don't love my paper statements. a) I don't want paper (I've opted into digital) and b) they look a little low brow. Review collected by and hosted on G2.com.

What problems is Vestwell solving and how is that benefiting you?

They're making 401ks way easier to use than competitors! Review collected by and hosted on G2.com.

There are not enough reviews of Vestwell for G2 to provide buying insight. Below are some alternatives with more reviews:

1
Human Interest 401(k) Logo
Human Interest 401(k)
4.3
(1,431)
Human Interest makes it easy to offer a 401(k). With automated administration and built-in investment advising, we make it affordable to help your employees plan for their futures.
2
Guideline Logo
Guideline
4.4
(811)
Guideline makes managing your 401(k) a breeze. You get seamless payroll integrations, end-to-end admin and compliance services, and expert customer support. Plus, setting up your 401(k) can take as little as 20 minutes. With a 93% plan sponsor customer satisfaction score,* Guideline is designed to be loved by your team. Employees can self-onboard in 12 minutes or less, get a guided portfolio recommendation, and manage their plan all from an award-winning mobile app. *Guideline’s average plan sponsor satisfaction score (CSAT) based on feedback received from 1/1/2023 to 12/31/2023
3
Betterment at Work Logo
Betterment at Work
4.1
(212)
Betterment at Work provides modern 401(k) and financial benefits for today’s diverse workforce, empowering small-to-medium-sized businesses to attract and retain happy employees.
4
401GO Logo
401GO
4.8
(142)
401GO makes retirement plans simple to manage and affordable for businesses of all size. We make 401k administration easy and efficient with our automated and comprehensive platform. Everything from record keeping, notifications, compliance, testing and day to day administration are all automated so businesses owners and administrators can focus on running their company while still providing an amazing retirement benefit that will attract and retain top talent. While most 401(k) plans involve many different service providers, we are fully integrated. We are the administrator, the record-keeper and the the plan fiduciary. With 401GO, you have one point of contact for everything related to your 401(k). Not only is this easier, it costs less too, since we've replaced hundreds of manual processes with an efficient automated tech-based solution. Our pricing is simple and straight-forward with no hidden fees. Our simple low price includes everything from compliance, testing, filing requirements and we even acquire an ERISA fidelity bond for businesses that need them, at no extra cost; something other providers leave up to the company to pay for and figure out.
5
ForUsAll Logo
ForUsAll
3.9
(21)
ForUsAll is a 401(k) advisor platform for small and medium sized businesses. We combine automated retirement plan administration, regulatory compliance, investment management, and personalized employee communications with high-touch advisory services, reducing the work and increasing the benefits to sponsors and their employees.
6
Ubiquity Retirement Logo
Ubiquity Retirement
3.2
(13)
Ubiquity Retirement + Savings is dedicated to making sure your small business 401(k) plan is tailored to meet your retirement goals. Our mission is to empower small businesses and their employees to create a more secure financial future and peace of mind, by leveraging technology with affordable, easy-to-administer retirement solutions, and world-class customer support.
7
Transamerica Retirement Solutions Logo
Transamerica Retirement Solutions
4.6
(4)
Transamerica provides customized retirement plans.
8
AB401k Logo
AB401k
(0)
America's Best 401k solves the primary problem that exists with the majority of existing 401k plans. It is our mission to rescue 401k plan participants from high, unnecessary, and unreasonable fees, and help secure a more comfortable retirement for you and your employees.
9
Defined Contribution / 401(k) System Logo
Defined Contribution / 401(k) System
5.0
(1)
Retirement Plan Software is a benefits administration software that handles all types of DB and DC plans including daily valuations and web access.
10
Saveday Logo
Saveday
4.0
(1)
The only fully bundled, $0 employer cost 401(k) provider for small and mid-sized businesses. Fiduciary services, recordkeeping, government filings, compliance, managed investments, and custodial services are all included at no cost to the employer. Set up your company 401(k) in 15 minutes or less.
Show More