About
Aaron Schumm is the founder, chairman, and CEO of Vestwell, a cloud-native platform that provides technology infrastructure for retirement, healthcare, education, disability, and other savings programs on behalf of financial institutions, payroll companies, and government agencies. The company supports over 600,000 businesses and 2.5 million savers, administering approximately $55 billion in assets. Schumm holds an MBA from Duke University's Fuqua School of Business and studied finance at the University of Illinois, and was named EY Entrepreneur of the Year, New York in 2024.
Founder & Chief Executive Officer at Vestwell
Intro paths
→
In turn, Aaron can intro founders to Vestwell's investors below.
Vestwell's investors · 13
Balderton CapitalLondon · $5M – $50M checks · since 2019Blue Owl CapitalNew YorkCommerce VenturesSan Francisco · $1M – $5M checksDuke Capital PartnersDurhamF-Prime CapitalCambridge · $3M – $10M checksFin CapitalSan Francisco · $250K – $15M checks · since 2025FinTech CollectiveNew York City · $100K – $10M checks · since 2021Lightspeed Venture PartnersMenlo Park · $1.7M – $87M checksPoint72 VenturesNew York · $1M – $75M checksPrimary Venture PartnersNew York · $1M – $3M checksSixth StreetSan Francisco · $50M – $2.5B checksSpringcoast Capital PartnersNew York · $25M – $100M checks · since 2021Teamworthy VenturesNew York
Experience
- VestwellFounder, Chairman, & CEOcurrent2016 — presentNew York, NY
- CapIntelBoard Observer2024 — 2025
- OfColorStrategic Advisor2020 — 2024New York, United States
- VestorlyAdvisor/Investor (acquired by FMG Suite)2015 — 2022New York City Metropolitan Area
- Chalice Financial Network™Board Of Directors2018 — 2019San Diego County, California, United States
- QuovoAdvisory Board Member (acquired by Plaid)2015 — 2018New York City Metropolitan Area
- FolioDynamixCo-Founder, Chief Customer Officer (acquired by Envestnet)2007 — 2015New York, NY
- CitiVice President of Product Marketing2007New York, NY
- Electra Information SystemsMarketing/Business Development/Sales2006New York, NY
- FiservProduct Manager2002 — 2006Jersey City, NJ
- Dillon Scott Securities, Inc.,Head Equity Research Analyst2002 — 2004New York, NY
- The Northern Trust CompanySenior Portfolio Analyst2000 — 2002Chicago, IL
Skills & more
Product Marketing34Entrepreneurship35International Management17Strategic Consulting8Software Technology7Operational Efficiency7Product Management27Strategic Planning30Business Strategy59Product Development19Customer Relations5Financial Services99
+12 more
Start-upsSoftwareStrategyCustomer ServiceBusiness AnalysisWealth ManagementOutsourcingCross-functional Team LeadershipManagementLeadershipAnalysisEquitiesFrom Aaron's professional profile.
Network1
Investors connected to Aaron in public investor directories — a warm-intro map.
Frequently asked questions
- Who is Aaron Schumm?
- Aaron Schumm is the founder, chairman, and CEO of Vestwell, a cloud-native platform that provides technology infrastructure for retirement, healthcare, education, disability, and other savings programs on behalf of financial institutions, payroll companies, and government agencies. The company supports over 600,000 businesses and 2.5 million savers, administering approximately $55 billion in assets. Schumm holds an MBA from Duke University's Fuqua School of Business and studied finance at the University of Illinois, and was named EY Entrepreneur of the Year, New York in 2024.
- Where does Aaron Schumm work?
- Aaron Schumm is Founder & Chief Executive Officer of Vestwell.
- What check size does Aaron Schumm write?
- Aaron Schumm typically writes checks of $5K – $25K.
- What companies did Aaron Schumm found?
- Aaron Schumm founded Vestwell.
- Where did Aaron Schumm go to school?
- Aaron Schumm studied at Duke University - The Fuqua School of Business (2007, MBA); Gies College of Business - University of Illinois Urbana-Champaign (Bachelors of Science, Finance).
Same school
Also attended Duke University - The Fuqua School of Business177
Dave BlivinMANAGING PARTNER at Cottonwood Technology FundVinnie McSweeneyInvestor at OpenView Venture PartnersBrooke BalcomBoard Member at CincyTechChad SummeBoard Member at CincyTechMatias BarberoVenture Partner at FJ LabsTracie RotterPartner, Platform at Lux Capital
+ 171 more
Also attended Gies College of Business - University of Illinois Urbana-Champaign48
Noor NijjerHead of Investor Relations at Sierra VenturesLee ShapiroPartner at 7wire VenturesChris BozzettiController at Energize VenturesJennifer MitrengaVenture Partner at Audere CapitalJulie DoddOperating Partner at Next Coast VenturesGreg SchwarztrauberManaging Director at Advantage Capital Partners
+ 42 more
Shared employers
Also worked at Vestwell9
Lex ZhaoManaging Partner at One Way VenturesLogan AllinManaging Partner & Founder at Fin CapitalMatthew MannGeneral Partner at Fin CapitalBrooks GibbinsManaging Partner at FinTech CollectiveBen MalkaVenture Partner at Cota CapitalSean Sang Sub LeeInvestment Director at Prosperity7 Ventures
+ 3 more
