Our ideal customers are employers and partners who are ready to modernize retirement and workplace savings: Small and mid‑size businesses launching their first 401(k) or upgrading from a legacy provider (including Solo(k), Starter(k), and core workplace plans). HR, finance, and benefits leaders looking for an easier, more affordable way to offer retirement benefits and support employee retention. Financial advisors and consultants who help small businesses choose and implement retirement plans. Platforms that serve SMBs (payroll, HR, accounting, small‑business tools) whose customers need modern savings solutions. You’ll be helping these audiences move from “we should really offer a plan” to “we just launched with Vestwell and our team is saving for the future.”

We’re building a program around trusted voices in finance, small business, and HR. Our best‑fit partners include: Content affiliates & publishers: Finance blogs, review and comparison sites, B2B newsletters, and rankings that educate SMBs on benefits and fintech tools. Creators & influencers: Personal finance educators, HR and benefits creators, and B2B influencers on LinkedIn, YouTube, podcasts, and Substack. Agencies & consultants: Marketing, HR, and benefits consultants who advise small businesses and want a trusted retirement platform to recommend. If you regularly reach U.S.‑based employers, advisors, or SMB operators and want to help them offer better savings benefits, we’d love to work with you.