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Vestwell Tech Stack

Workplace savings platform for retirement, education, and emergency accounts

Financial Services New York, NY 201–500 employees Founded 2016 Privately Held

Vestwell operates a multi-product savings platform serving employers, payroll providers, financial advisors, and government agencies. The tech stack is conventional (Salesforce, PostgreSQL, Kubernetes, SQL) with heavy investment in customer-facing tooling (Salesloft, Zendesk, HubSpot, Aircall), signaling a sales and support-driven organization. Active hiring skews heavily toward operations and sales roles while engineering remains lean, and the project list reveals operational friction—onboarding workflows, project management implementation, and post-sales communication—suggesting the company is scaling sales volume faster than internal systems can handle.

Tech Stack 20 technologies

Core StackSalesforce Salesloft Jira Zendesk Asana CrowdStrike Slack Figma HubSpot PostgreSQL Kubernetes Microsoft Office Google Workspace 1Password KnowBe4 Aircall Excel SQL SAST DAST

What Vestwell Is Building

Challenges

  • Reducing friction in 401(k) plan onboarding
  • Scaling sales operations
  • Partnership retention
  • High availability and disaster recovery
  • Client satisfaction issues
  • Reducing churn
  • Low employee participation
  • Confusion and escalations
  • Streamlining buyer journey
  • Driving retention and engagement

Active Projects

  • Service structure for new work streams
  • Implementing project management systems
  • Improving platform roadmap
  • Implementation and onboarding workflows
  • Ci/cd security tooling integration
  • Automated public asset inventory
  • Comprehensive wiki and knowledge-base
  • Trigger-based lifecycle programs
  • Post-sales onboarding communications
  • Go-to-market strategy for peo channel

Hiring Activity

Decelerating120 roles · 25 in 30d

Department

Ops
30
Sales
25
Support
23
Engineering
10
Marketing
8
Finance
5
Data
4
Operations
4

Seniority

Senior
53
Mid
33
Junior
17
Director
8
VP
5
Manager
2
C-Level
1

Notable leadership hires: Chief Information Security Officer

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About Vestwell

Vestwell provides workplace savings solutions including 401(k) plans, 403(b) accounts, IRA rollovers, student loan repayment benefits, and specialized accounts for education, emergencies, and disability savings. The platform serves financial advisors, employers, payroll providers, financial institutions, and government agencies. Vestwell reports nearly 1.5 million savers across over 350,000 businesses nationwide, with over $35 billion in assets saved across all 50 states. The company was founded in 2016 and is headquartered in New York, NY.

HeadquartersNew York, NY
Company Size201–500 employees
Founded2016
Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Vestwell use?

Vestwell uses Salesforce, PostgreSQL, Kubernetes, SQL, HubSpot, and Zendesk as core infrastructure. The stack also includes Salesloft for sales operations, Jira for project management, Figma for design, and security tools like CrowdStrike, 1Password, and KnowBe4.

Where is Vestwell headquartered?

Vestwell is headquartered in New York, NY. The company was founded in 2016 and is privately held with 201–500 employees.

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