
为什么鼓励储蓄是实现财务韧性的关键?
想象这样一个场景:你刚结束一段工作,还未获得新职位和医疗保险时,突遭严重疾病需要住院。治疗后的账单高达五位数,不得不耗尽所有积蓄、背上高息债务,甚至推迟家庭的重要开支。这种情况虽令人担忧,却并不罕见。
Aaron is the founder and CEO of Vestwell, a leading enterprise fintech platform focused on closing the savings gap. Founded in 2016, the New York City-based company provides access to essential financial wellness and savings programs as the backbone of the modern savings economy. Vestwell transforms democratization and inclusion in the most impactful savings apparatuses available, healing the monetary cracks from the ground up.
Delivered through financial institutions, government, and payroll partnerships, Vestwell enables a suite of programs, including retirement, health, and education, such as 401(k), 403(b), IRA, 529 College, ABLE disability, Emergency Savings, and student loan matching programs. Today, Vestwell enables over 350,000 businesses and nearly 1.5M active savers, with over $30 billion in assets.
Before founding Vestwell, Aaron co-founded FolioDynamix, a wealth management fintech platform. At FolioDynamix, Aaron oversaw the strategy, revenue, marketing, customers, and product development. FolioDynamix was acquired by Envestnet.
Outside of Vestwell, Aaron has served on the board of directors and the advisory board for several fintech companies, including Quovo (acquired by Plaid), Vestorly (acquired by FMG Suite), OfColor (acquired by Financial Finesse), Chalice Network, and CapIntel.
Aaron holds a B.S. in finance from the Gies College of Business at the University of Illinois, Urbana-Champaign, and an M.B.A. degree from Duke University’s Fuqua School of Business. He was included in InvestmentNews’ 40 Under 40, WealthManagement.com’s “10 to Watch”, and was named Entrepreneur of the Year by EY for New York in 2024.
想象这样一个场景:你刚结束一段工作,还未获得新职位和医疗保险时,突遭严重疾病需要住院。治疗后的账单高达五位数,不得不耗尽所有积蓄、背上高息债务,甚至推迟家庭的重要开支。这种情况虽令人担忧,却并不罕见。
Imagina un escenario en el que, durante un breve período entre empleos ―y sin seguro de salud― enfrentas una emergencia médica repentina que requiere hospitalización. Es una experiencia p...
Imagine a scenario where during a brief period between jobs – and without health insurance – you face a sudden medical emergency that requires hospitalization. It's a troubling but all-to...