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Aaron Schumm
Aaron Schumm
Strategic Advisor | OfColor
United States
Aaron Schumm
Summary
Aaron Schumm is a dynamic entrepreneur and the founder and CEO of Vestwell, a pioneering platform that empowers businesses and individuals to save for critical life events such as retirement and education. With a strong background in finance and technology, he has led Vestwell to serve over 330,000 small businesses and manage $29 billion in assets. Aaron's previous venture, FolioDynamix, was a wealth management fintech that was acquired by Envestnet, showcasing his ability to innovate in the financial services sector. He is also recognized for his strategic insights, having advised several fintech companies, including Quovo and Vestorly, both of which were successfully acquired. Aaron holds an MBA from Duke University and a B.S. in finance from the University of Illinois. His contributions to the industry have earned him accolades such as InvestmentNews' 40 Under 40 and WealthManagement.com's '10 to Watch.' Outside of his professional endeavors, Aaron is passionate about closing the savings gap for underserved communities.
Aaron Schumm
Work Experience
Strategic Advisor at
OfColor
October 2020 - Present
Founder, CEO at
Vestwell
January 2016 - Present
Advisor/Investor (acquired by FMG Suite) at
Vestorly (Acquired by FMG)
March 2015 - August 2022
Board Of Directors at
Chalice Connect™
April 2018 - June 2019
Advisory Board Member (acquired by Plaid) at
Quovo
November 2015 - December 2018
Co-Founder, Chief Customer Officer (acquired by Envestnet) at
Envestnet, Inc
October 2007 - December 2015
Vice President of Product Marketing at
Citi
January 2007 - October 2007
Marketing/Business Development/Sales at
Electra (now known as Pulse Data, a part of Gresham)
April 2006 - December 2006
Product Manager at
Fiserv, Inc.
December 2002 - April 2006
Head Equity Research Analyst at
Dillon Scott Securities
December 2002 - December 2004
Senior Portfolio Analyst at
Northern Trust
July 2000 - October 2002
Aaron Schumm
Education
Duke University - The Fuqua School of Business, 2007
January 2005 - January 2007
Gies College of Business - University of Illinois Urbana-Champaign, Bachelors Of Science
January 1996 - January 2000
Frequently Asked Questions about Aaron Schumm
What is Aaron Schumm email address?
Aaron Schumm's primary email address is ************@vestwell.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Aaron Schumm work for?
Aaron Schumm is a Strategic Advisor at OfColor.
Where Aaron Schumm graduated from?
Aaron Schumm holds a degree in Mba from Duke University - The Fuqua School of Business.
How can I directly contact Aaron Schumm?
To contact Aaron Schumm directly, you can use the email address ************@vestwell.com. Complete contact information is available upon registration with Muraena.
Who is Aaron Schumm?
Aaron Schumm is a dynamic entrepreneur and the founder and CEO of Vestwell, a pioneering platform that empowers businesses and individuals to save for critical life events such as retirement and education. With a strong background in finance and technology, he has led Vestwell to serve over 330,000 small businesses and manage $29 billion in assets. Aaron's previous venture, FolioDynamix, was a wealth management fintech that was acquired by Envestnet, showcasing his ability to innovate in the financial services sector. He is also recognized for his strategic insights, having advised several fintech companies, including Quovo and Vestorly, both of which were successfully acquired. Aaron holds an MBA from Duke University and a B.S. in finance from the University of Illinois. His contributions to the industry have earned him accolades such as InvestmentNews' 40 Under 40 and WealthManagement.com's '10 to Watch.' Outside of his professional endeavors, Aaron is passionate about closing the savings gap for underserved communities.
Aaron`s contact details
************@vestwell.com