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Aaron Schumm

Founder, CEO at Vestwell

Aaron Schumm is the founder and CEO of Vestwell, a leading platform revolutionizing savings and investment programs for small businesses and individual savers. With a mission to bridge the savings gap in America, Vestwell offers a comprehensive solution for retirement, education, and healthcare savings.

Prior to launching Vestwell, Aaron co-founded FolioDynamix, a successful wealth management fintech platform that was later acquired by Envestnet. Throughout his career, he has played pivotal roles in strategy, revenue, marketing, and product development, showcasing his expertise in the fintech industry.

Aaron's educational background includes a Bachelor of Science degree in Finance from the University of Illinois Urbana-Champaign and an MBA from Duke University's Fuqua School of Business. His dedication and leadership have earned him recognition, such as being named in InvestmentNews' 40 Under 40 and WealthManagement.com's "10 to Watch."

Apart from his achievements at Vestwell and FolioDynamix, Aaron has been actively involved in the fintech sector, serving on the boards of various companies like OfColor and Chalice Financial Network. His advisory roles at Quovo and Vestorly further illustrate his commitment to driving innovation and growth in the industry.

Aaron Schumm's career journey has been marked by a series of influential positions, including roles at Citi, Electra Information Systems, Fiserv, Dillon Scott Securities, Inc., and The Northern Trust Company. His diverse experience has shaped him into a well-rounded professional with a deep understanding of financial services and technology.

Aaron Schumm
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Location

New York, New York, United States