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Vestwell
Overview
Vestwell is a financial services company based in the United States, founded in 2016. It operates within the finance industry, specifically focusing on investment banking, financial services, and investment management. With a workforce of 201 to 500 employees, Vestwell has generated significant revenue, amounting to approximately $232 million. The company is involved in providing solutions related to savings plans, particularly for individuals with disabilities, as evidenced by a published document discussing the Washington State ABLE Savings Program. This program allows individuals with disabilities to save and invest funds in a tax-advantaged account to cover qualified expenses, addressing asset limits and spend-down issues associated with federal benefits. The document outlines the features of the ABLE program and compares it with other financial options available for individuals with developmental disabilities. Overall, Vestwell's expertise lies in facilitating financial planning and investment strategies that cater to specific needs within the broader finance sector.