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- Custodian
- Apex ยท JP Morgan
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-01-2014
- Office Locations
- 1
Office Locations
About Wealthyx
Vestwell is a workplace savings platform supporting employers from startups to large organizations with retirement plans (Safe Harbor and Traditional 401(k), Solo(k), Starter(k), and 403(b)) plus adjacent benefits like student loan repayment, 529 education savings, tuition reimbursement, emergency savings, and ABLE. It also partners with financial advisors, TPAs, and payroll/benefit providers to support plan and participant experiences.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Platform
Services
Technology
Owner & Executives
BARRY BENNETT MIONE
Chief Compliance Officer, Chief Strategy Officer, Founder
- CRD
- #1683147
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $750 | $250 |
| Total | $750 | $250 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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