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← 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 37 in Retirement / Wealth
Buyers15 companies

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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.
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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.

Drivewealth16 buyers →guideline11 buyers →Betterment at Work6 buyers →Atomic Brokerage4 buyers →betterment4 buyers →Empower4 buyers →Apex Fintech Solutions3 buyers →Coronation Asset Management3 buyers →
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Ranked #2 of 37 in Retirement / Wealth — Embedded Finance Index 2026
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Vestwell — frequently asked

Which companies use Vestwell?

15 companies are linked to Vestwell in the Embedded Finance Index 2026, through their own public disclosures or Vestwell's published customer list, including Fiserv, Cardpayment Services, Housecall Pro, RBC Investor Services, Intuit QuickBooks, Intuit, Rippling, Namely, Amazon Business, OneDigital and 2 others.

What does Vestwell do?

Vestwell is an embedded-finance provider in Retirement / Wealth. It ranks #2 of 37 Retirement / Wealth providers by linked companies.

What are the alternatives to Vestwell?

The most-named Retirement / Wealth alternatives to Vestwell are Drivewealth (16 buyers), guideline (11 buyers), Betterment at Work (6 buyers), Atomic Brokerage (4 buyers), betterment (4 buyers) and Empower (4 buyers).

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