Aaron Schumm

Aaron is the founder and CEO of Vestwell, a digital platform that has re-imaged and redesigned the retirement solutions available to financial advisors, companies, and employees. The firm has created a completely new, independent 401(k) & 403(b) offering, that removes the barriers to saving as an employee in America, while always looking out for the best interests of employees, their employers and financial advisors serving them.

Prior to founding Vestwell, Aaron co-founded FolioDynamix, a wealth management and advisory services company powering $800 billion in assets for over 100,000 advisors.  At FolioDynamix, Aaron oversaw the strategy, revenue, marketing, customers, and product. FolioDynamix was sold to Actua, (NASDAQ: ACTA) in 2014.

Before FolioDynamix, Aaron was a vice president at Citigroup where helped advance the Asset Manager Solutions global strategy efforts.   Other past positions include the head of WealthSolutions products at BISYS (now part of Citigroup) and product manager at CheckFree Investment Services (now part of Fiserv) overseeing and the Unified Managed Account (UMA) platform. 

Outside of Vestwell, Schumm on the board of directors at Chalice Wealth Partners, as well as an advisory board member at Quovo, a financial services data science & performance analytics provider to advisors, Vestorly, an AI financial content marketing platform, and WorthFM, a women-focused financial advice and investment management platform.

Aaron was named to the 40 under 40 Class of 2017 by Crain's InvestmentNews. He holds a B.S. degree in finance from the University of Illinois, Urbana-Champaign and an M.B.A. degree from Duke University, The Fuqua School of Business.

Aaron Schumm is the Founder & CEO at Vestwell, based in New York, New York, United States, North America. With a background in Financial Services, Aaron Schumm has a rich history of leadership and innovation.Aaron Schumm studied BS Finance at University of Illinois Urbana-Champaign. Explore their detailed professional journey, key connections, and contributions to the industry on our platform.