Modernizing $25B of assets with retirement wealthtech, with Vestwell CEO Aaron Schumm

In this conversation, we chat with Aaron Schumm, the Founder and
CEO of Vestwell, an entirely new kind of digital retirement
platform transforming the way plans are offered and administered —
for the benefit of advisors, employers, and employees alike. Prior
to founding Vestwell, Aaron was a co-founder of FolioDynamix, a
wealth management and advisory services company that powered $800
billion in assets for over 100,000 advisors. At FolioDynamix, which
was sold to Envestnet in 2017, Aaron oversaw the strategy, revenue,
marketing, customers and product. Aaron holds a B.S. degree in
finance from the University of Illinois and an M.B.A. degree from
Duke University, The Fuqua School of Business. He was named as one
of 40-under-40 by InvestmentNews and WealthManagement.com’s “10 to
Watch” More specifically, we touch on all things 401ks, IRAs,
Portfolio Balancing, Roboadvice in portfolio management, and so so
much more!Disclaimer here — this newsletter does not provide
investment advice and represents solely the views and opinions of
FINTECH BLUEPRINT LTD. Contributors: Lex, Laurence, Matt, Farhad,
Mike, Daniella Want to discuss? Stop by our Discord and reach out
here with questions.