In this conversation, we chat with Aaron Schumm, the Founder and CEO of Vestwell, 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.
Prior to founding Vestwell, Aaron was a co-founder of FolioDynamix, a wealth management and advisory services company that powered $800 billion in assets for over 100,000 advisors. At FolioDynamix, which was sold to Envestnet in 2017, Aaron oversaw the strategy, revenue, marketing, customers and product. Aaron holds a B.S. degree in finance from the University of Illinois and an M.B.A. degree from Duke University, The Fuqua School of Business. He was named as one of 40-under-40 by InvestmentNews and WealthManagement.com’s “10 to Watch”
More specifically, we touch on all things 401ks, IRAs, Portfolio Balancing, Roboadvice in portfolio management, and so so much more!Disclaimer here — this newsletter does not provide investment advice and
represents solely the views and opinions of FINTECH BLUEPRINT LTD.
Contributors: Lex, Laurence, Matt, Farhad, Mike, Daniella
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Modernizing $25B of assets with retirement wealthtech, with Vestwell CEO Aaron Schumm | The Fintech Blueprint podcast - Listen or read transcript on Metacast
