Vestwell Holdings, Inc.

Morgan Stanley at Work Creates Powerful Retirement Recordkeeper Value Proposition for Plan Sponsors Through Partnership with Vestwell

Retrieved on: 
Wednesday, July 21, 2021

This is truly a win-win for the marketplace, creating a value proposition that is hard to beat.

Key Points: 
  • This is truly a win-win for the marketplace, creating a value proposition that is hard to beat.
  • In addition to the commercial business relationship with Vestwell, Morgan Stanley also made a strategic investment in the firm during Vestwells recent Series C financing round.
  • Morgan Stanley at Work Retirement Solutions offers a flexible, multi-provider recordkeeper platform designed to meet the individual needs of companies.
  • Morgan Stanley at Work combines cutting-edge benefits software, Morgan Stanley intellectual capital and financial education delivered through multiple channels to enable employees to build a holistic plan to achieve their financial goals.