Vestwell Alternatives (September 2025)

From a better 401(k) to student loan management, financial wellness benefits are the new way to attract world-class talent. Invest in your employees today.

Guideline's full-service 401(k) plans make it easier and more affordable for growing businesses to offer their employees the retirement benefits they deserve.

Built for startups and small businesses, ForUsAll is a modern 401(k) provider that provides access to crypto, financial wellness, low fees and more.

Human Interest makes it easy and affordable to help your employees save for retirement.

Through our innovative wealth management solutions, we make personalized investing at scale easy so you can deliver customized solutions to more clients.

Unlock the future of retirement planning with Ubiquity's customized, low-cost 401(k) solutions for small businesses and self-employed individuals.

Making the 401(k) simpler and more affordable, so more people can have one. Give employees the retirement they deserve, at no cost to you.

Trusted financial wellbeing for your entire workforce. LearnLux is creating a world where having a financial plan is never out of reach.

HealthEquity and WageWorks empower Americans to connect health and wealth by providing health savings accounts (HSAs) and offering a true total solution for benefits.

Altruist combines a self-clearing brokerage with software for account opening, trading, reporting, and billing.

The UK's most powerful equity management platform. Full Companies House integration. Issue shares, manage shareholders and view your cap table on Vestd.

ASC provides cost-effective Retirement Plan Systems as well as Continuing Education Credits. We're quoted in industry leading publications.

The easiest way to award, manage and enjoy flexible benefits and insurance. We give you the tools to reduce your costs and maximise your people’s earnings.

Modern, interactive features for today’s financial advisors. Grow your practice and set your clients on the path to financial success.

Benefitfocus (NASDAQ: BNFT) unifies the entire benefits industry through innovative technology solutions that bring efficiency, cost savings and simplicity to employee benefits administration.

Give your employees flexible benefits.

Learn about Shareworks, a complete equity compensation platform. Explore our full suite of private and public equity solutions at Morgan Stanley at Work.

The MoneyGuide suite of web-based Financial Planning and Retirement Planning Software products create fast and easy Goal Planning, Insurance Needs Analysis, Asset Allocation, and Estate Planning. Envestnet MoneyGuide has created an intuitive and easy to use Financial Planning Software suite, while still providing sophisticated analyses and results. MoneyGuide is completely web-based and features online collaborative planning between advisors and clients used to achieve Financial Wellness.

Best Health Savings Account and flexible benefits provider for individuals, brokers, and employers.

We provide a global, end-to-end wealth management platform that integrates technology, business & investment operations all in a regulated financial institution

Discover Vestberry, a trusted source of insight for successful data-driven investment strategies. Investment transaction tracking. Portfolio KPI collection. LP...

See how the PlanSource benefits management platform can help you save time, reduce benefit costs & maximize employee engagement w/ end-to-end benefits solutions

InvestCloud is powering the digital transformation of the financial services industry. Expand your business with digital wealth services and APL network access through InvestCloud.

YCharts.com is the premier web based financial research and analysis platform for asset managers and advisors. Build custom Model Portfolios and generate proposals for client communications.

ThrivePass empowers employees to thrive, using technology to foster employee well-being from on-boarding to off-boarding—all from a single log in.

Savology provides personalized financial planning and modern financial wellness benefits to help employees improve financial wellness.

Ease is a purpose-built benefits administration system making the enrollment experience easy from start to finish. Because benefits matter.

Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.

Meet Ben, the flexible employee benefits platform that makes it easy to design, implement, and manage your employee benefits scheme. Book a demo today.

Maxwell's platform makes Benefits and HR simple for small to midsize businesses focused on managing open enrollment, compliance, and employee benefits.

PeopleKeep's benefits administration software allows employers to offer health reimbursement arrangements (HRAs) and employee stipends.

We offer modern outplacement solutions to help organizations navigate layoffs and provide departing employees with career transition support. The award-winning digital platform is reimagining outplacement for the future of work - by combining cutting-edge technology with personalized high-touch support. Our approach is designed to meet the unique needs of every individual as we help them move their careers forward.

Questis Financial Wellness goes beyond other financial wellness benefits and offers a unique blend of coaching and technology.

JOON is the Lifestyle Spending Account that workforces across the world actually use and appreciate.

Interacting with benefits is confusing. Transform open enrollment. Personalize decisions. Welcome to the benefit experience your employees deserve.

It's about time we simplify the complexities of healthcare Cut through the noise and guide your members to better health and wellbeing with a proven,

bswift provides benefits administration solutions to help companies and their employees get the most out of their health and welfare benefits

Benefitfocus (NASDAQ: BNFT) unifies the entire benefits industry through innovative technology solutions that bring efficiency, cost savings and simplicity to employee benefits administration.

Vested provides startup employees with funding to exercise their stock options. Take charge of your hard-earned equity!

Q2 creates simple, smart, end-to-end banking and lending experiences that make you an indispensable partner on your customers’ financial journeys

401GO is the premier provider of fast and affordable 401(k) plans optimized for small and medium sized businesses dedicated to reaching their full potential.

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

Quickly and easily offer your employees tax-free employer student loan repayment and tuition reimbursement benefits with Highway. Get started today.

Our vision is to transform financial lives through advice, people and technology. Our mission is to empower financial freedom for all.

We help companies find affordable health insurance and wellness benefits that their employees can trust.

Equisoft/plan is an intuitive financial planning solution that provides comprehensive financial portraits. Click to learn more.

Corestream makes it easy for companies to connect their employees with voluntary benefits through a customizable and user-friendly platform.

FinFolio makes investment portfolio management software for investment advisors. Report, rebalance, trade, bill, CRM and host mobile-ready client portals.

Motivieren Sie Ihr Team & punkten Sie bei Bewerbenden mit Mitarbeitervorteilen, von denen alle profitieren – einfach & sicher mit der Hrmony Benefit-Plattform.

There’s an easier way for your employees to enroll and engage with their health benefits.

One Stop Solution for Startups & Companies to manage their ESOP, Cap Table, and Equity for investors and employees to back their growth & operations in real-time

Carta is an ownership and equity management platform trusted by thousands of founders, investors, and employees. Learn more.

Raise capital, manage complex waterfall distributions and secure investor commitments with ease. From accreditation to commitment, distributing and receiving funds, InvestNext’s integrated platform streamlines your entire syndication process.

Transform your company culture with Upstock's RSU-based equity plans. Offering real-time tracking and insights, Upstock empowers both founders and team members to align, achieve, and grow. Trusted by top VC firms, Upstock is revolutionizing worker equity.

Dial up growth, and dial in the experience. Earn primacy by making banking easier, faster, and better.

Future-proof your digital banking presence with digital banking solutions featuring best-in-class user experience and powered by data insights.

Morningstar Advisor Workstation is a connected suite of tools spanning proposal creation, investment research, investment planning, and more for financial advisors.

Explore AlternativeSoft, a leading alternative investment analytics platform. Optimize portfolios with powerful risk management software and analysis tools.

Grow your AUM, streamline client engagement, and protect your firm

Fidelity Private Shares is an equity management platform that generates, executes, and stores legal documents. Raise your next round with confidence.

Wellness360 is an highly customizable employee wellness platform that promotes employee wellbeing and create a positive workplace culture.Our wellness platform support a holistic approach to build a healthy workplace.

Ethic is working towards a future where all investing is sustainable investing. We empower wealth advisors and investors to create portfolios that seek to align personal values with financial goals.

Personify is a personalized health platform company, optimizing business healthcare investments and empowering people to engage with their health.

Elevating employee well-being by providing a holistic financial wellness benefit that fosters stability and confidence for all.

An all-in-one wealth management platform designed to help you increase efficiency, improve client outcomes, and ultimately drive growth.

Covercy is the first real estate investment management software that combines banking with investment management.

Global Shares, a J.P.Morgan company, manages your equity compensation plan from implementation to day-to-day administration. Book a demo.

Wellable's wellness platform helps organizations build engaging employee wellness programs, elevate employee experience, and transform cultures

Wellbees is a corporate wellbeing platform that creates tailored workplace wellness programs to boost employee engagement, staff mental health & wellbeing

Accelerate your digital transformation with BUSINESSNEXT's universe of composable platforms and applications. Over 1 million+ bankers trust us worldwide.

Agora is an all-in-one real estate investment management software that accelerates fundraising, fosters investor relations, and optimizes efficiency.

ClassWallet's digital wallet technology built for education, government, finance leaders, maintenance teams, grant administrators, and families.

Win the war for talent with ZayZoon, a platform that measurably improves employee financial wellbeing. Free for businesses. Activation in under 30 minutes.

Accelerate your digital strategy with Drakewell's proven edge-to-cloud-and-back data management solutions.

Access earned wages on-demand and achieve financial wellness and freedom with Payactiv's program. Join millions and sign up today!

Hirewell's expert recruiters are at the forefront of innovative talent acquisition, offering cutting-edge hiring strategies for modern businesses.

Zeal is the modern payroll platform that helps you put payroll on autopilot, handle dynamic work, and build a better worker experience. Companies choose Zeal to deliver payroll that's automated, flexible, and native.

HealthJoy simplifies the healthcare experience through a platform that connects employees to the care they need to make staying healthy easy.

An on-demand pay platform that delivers early access to earned wages and works with all HR/HCM/payroll systems.

Powered by millions of exit planning data points, Capitaliz helps advisors deliver accurate valuations & guidance for mid-market businesses.

See the most innovative mortgage technology platform for banks, credit unions, and non-bank mortgage lenders to help them operate efficiently, close more loans, and scale without manual effort.

Best Money Moves | money. career. life.

PreciseFP is a suite of data-gathering and client-engagement tools designed to empower financial advisors.

Synctera is the banking and payments platform powering financial innovation. Synctera enables companies of all sizes to build, launch, and scale embedded banking and FinTech products

Everything you need to manage your employees in one place with our HR and Health & Safety digital solutions.

StoriiCare is a software platform for adult day care centers, assisted living providers and care homes. Used as a tool to instruct, record and improve quality of care, it enables care staff to digitally record their care, providing management with oversight and reducing common industry inefficiencies. StoriiCare also connects families to their loved ones, allowing them to contribute to their care and be informed of events in their life.

Morningstar Direct is a comprehensive investment platform that helps asset and wealth managers build their assets and manage their portfolios.

Identify risks, communicate faster, and protect your workforce with an intuitive, unified emergency communication solution.

Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.

Revolutionize the way you deliver health benefits to employees. Ditch your traditional group health benefits once and for all.

Own the primary customer relationship and grow business value with the only all-in-one platform for payments, cash management, treasury management, and a B2B payments network.

Wellhub makes every company a wellness company, offering the best all-in-one platform to support fitness, mindfulness, therapy, nutrition, and sleep.

Our leading equity management platform helps companies maintain the most accurate & trustworthy view of their equity. Learn more about our unbeatable offer.

Publish with RebelMouse, a modern CMS and creative agency. Our AI-powered platform fuels more organic traffic, conversions, revenue, and user loyalty

Time clock software for retail businesses of all sizes. Easily track employee hours with our time clock software and create staff schedules that work for you.

A single source of truth and tools finance teams need to create connections, enabling growth and make informed business decisions.

Relocate employees quickly with Jobbatical's end-to-end global mobility services. Cut costs, save time, and offer your team a stress-free immigration experience with an all-in-one corporate relocation solution.

Create agile workspaces and optimize building performance with data-driven smart building & smart workplace software from Spacewell.