← Embedded Finance Index 2026/Vendor

Vestwell

Provider
Retirement / Wealth

Embedded-finance provider tracked in the Embedded Finance Index — disclosed by 15 companies across 1 category.

vestwell.com ↗Open Banking Tracker profile ↗
CategoriesRetirement / Wealth
Rank#2 of 31 in Retirement / Wealth
Buyers15 companies
Claim this profile

Work at Vestwell? Verify your work email to unlock your full disclosed buyer list.

Who uses Vestwell
15 companies disclose Vestwell in their stack
FiservCardpayment ServicesHousecall ProRBC Investor ServicesIntuit QuickBooksIntuitRipplingNamelyAmazon BusinessOneDigitalJPMorgan Workplace SolutionsWorkday+3 more
Buyer mix · 15 of 15 classified
Horizontal SaaS / HR & Payroll · 3Bank / National · 2Horizontal SaaS / Accounting · 2Fintech / Cross-border payments · 1Infrastructure / BaaS · 1Infrastructure / Payments · 1Marketplace / Two-sided · 1Vertical SaaS / Healthcare · 1
US · 14Canada · 1
What the disclosures say
Fiserv
“investors.fiserv.com/newsroom/detail/1876 — "Fiserv Adds Digital Retirement Planning Solution to its Wealth Management Network in Partnership with Vestwell" (July 2017); Vestwell integrated into Fiserv's Unified Wealth Platform.”
Cardpayment Services
“save.with.vestwell.com/corpay: 'Corporate Payroll Services has partnered with Vestwell to offer a customizable, streamlined, and affordable retirement plan for your workforce...”
Housecall Pro
“help.housecallpro.com/en/articles/14727257-401-k-benefits-with-vestwell directly states 'We've partnered with Vestwell to give you a simple way to offer a 401(k) retirement plan, right through your payroll account.' Multiple plan tiers described.”
RBC Investor Services
“linkedin.com/posts/joshuaforstater — 'RBC CC adds Vestwell as exclusive 401k' (2023).”
Intuit QuickBooks
“quickbooks.intuit.com/payroll/401k/ — '401(k) by Vestwell' branded page, exclusive partnership. prnewswire.com — Vestwell selected as exclusive partner, May 2026. quickbooks.intuit.com help article names both Human Interest and QuickBooks 401(k) powered by Vestwell as available options within QuickBooks Workforce.”
Intuit
“The QuickBooks homepage references 'Get a QuickBooks 401(k) by Vestwell plan,' and a PR Newswire press release (referenced in the retirement_wealth evidence) describes Vestwell as Intuit's exclusive partner to deliver 401(k) plans to QuickBooks customers.”
The complete buyer list and each company’s full embedded-finance stack are in the Embedded Finance Index report. Represent Vestwell? Claim this profile above to unlock your own full list.
Unlock the buyer map

See where Vestwell’s disclosed buyers are headquartered. Represent Vestwell? Claim this profile above instead — it unlocks your own map immediately.

No newsletter, no sharing your address.

Alternatives to Vestwell

Other Retirement / Wealth providers in the index, by the number of companies that disclose them. A count of public disclosures, not a ranking of the products.

Drivewealth17 buyers →guideline8 buyers →Betterment at Work7 buyers →betterment4 buyers →Empower4 buyers →Apex Fintech Solutions3 buyers →Atomic Brokerage3 buyers →Citi Investment Capital3 buyers →
Share this rank

An embeddable badge for Vestwell’s own site — it always shows this page’s current rank, so it stays accurate as new disclosures land. States its own denominator; never claims a number this page doesn’t.

Ranked #2 of 31 in Retirement / Wealth — Embedded Finance Index 2026
Copy-paste snippet
<a href="https://www.embeddedfinanceindex.com/vendors/vestwell?ref=badge">
  <img src="https://www.embeddedfinanceindex.com/api/badge/vestwell.svg"
       alt="Ranked #2 of 31 in Retirement / Wealth — Embedded Finance Index 2026">
</a>
<img src="https://www.embeddedfinanceindex.com/api/badge/vestwell/install" width="1" height="1" alt="" style="display:none">