emergency-savings
(2)
Vestwell
Vestwell is a New York-based fintech that operates as digital savings infrastructure for the American workplace. Founded in 2016 by Aaron Schumm, it provides an API-driven recordkeeping and administration platform that lets employers, financial advisors, payroll providers, and state governments offer 401(k), 403(b), IRA, 529 education, ABLE disability, and emergency savings accounts. By 2026 the company administered more than $50B in assets for over 2 million savers, powered the majority of state-facilitated retirement programs in the U.S., and raised a $385M Series E to expand the modern savings economy.
Candidly
Candidly is an AI-native financial wellness platform that helps employers, financial institutions, recordkeepers and banks deliver personalized guidance on student debt, savings and retirement. Formerly FutureFuel.io, the company optimizes income-driven repayment, powers student-loan-to-401(k) retirement matches under SECURE 2.0, and now runs a multi-agent AI system - the Candidly Intelligence Center, fronted by its conversational assistant Cait - that spans debt payoff, budgeting, college planning and tax-advantaged accounts. Founded in 2016 by Laurel Taylor, Candidly reports it can reach roughly 1 in 2 U.S. workers through its distribution partners.