
Aaron is the founder and CEO of Vestwell, an enterprise fintech platform that transforms access to the new savings economy in and out of the workplace. Our mission is to close the $50 trillion savings gap for the most critical needs of life—retirement, healthcare, disabilities, and education—healing the economic cracks from the ground up. Vestwell’s cloud-native digital platform provides the underlying architecture to power employers and individuals through our financial institutions, HCM/payroll companies, and government-led savings program partners. Currently, Vestwell powers approximately 350K businesses, 1.5M savers, and $35B of assets on the platform. Aaron holds a B.S. in finance from the University of Illinois, Urbana-Champaign, Gies College of Business, and an M.B.A. degree from Duke University’s Fuqua School of Business. He has been honored with numerous awards, including New York's Tech Visionary Award, InvestmentNews’ 40 Under 40, and Entrepreneur of the Year by EY for New York in 2024.
vestwell.com
foliodynamix.com
citigroup.com
electrainfo.com
vestorly.com
quovo.com
capintel.com
New York, New York, United States
Founder, CEO
Vestwell
• www.linkedin.com/company/vestwell
Jan 2016 - Present
New York, NY
Board Observer
CapIntel
• www.linkedin.com/company/capintel
Feb 2024 - May 2025
Strategic Advisor
OfColor
• www.linkedin.com/company/ofcolor
Oct 2020 - Sep 2024
New York, United States
Advisor/Investor (acquired by FMG Suite)
Vestorly
• www.linkedin.com/company/vestorly
Mar 2015 - Aug 2022
Greater New York City Area
Board Of Directors
Chalice Financial Network™
• www.linkedin.com/company/chaliceconnect
Apr 2018 - Jun 2019
Greater San Diego Area
Advisory Board Member (acquired by Plaid)
Quovo
• www.linkedin.com/company/quovo
Nov 2015 - Dec 2018
Greater New York City Area
Head Equity Research Analyst
Dillon Scott Securities, Inc.,
Dec 2002 - Dec 2004
New York, NY
fiserv.com
northerntrust.com