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Two years after the $199 million FolioDynamix sale, Aaron Schumm jumps back in the B2B RIA game but not to compete -- yet

Staked to $4.5M of F-Prime and FinTech Collective cash, Vestwell will stay in 401(k) for now but roll its business model over soon enough to IRAs

Author Janice Kirkel October 4, 2016 at 6:22 PM
1 Comment
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Aaron Schumm: I had the luxury of working with 100,000 advisors and hearing what they needed to help their business.

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Not Saying

Not Saying

October 4, 2016 — 7:29 PM
Janice, need to update the Freudian F2 reference in paragraph 13 before the search engines (and SEC) crawls this article.

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September 14, 2023 at 2:59 AM

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Eying projected 300% plan sponsor growth, Aaron Schumm has promoted one executive, added another and reshuffled Vestwell's board, putting Hardwick on top.

October 14, 2021 at 8:58 PM

How Aaron Schumm got Goldman Sachs' brightest young star aboard; he jammed in a meeting for a friend and accepted an offer he couldn't refuse--$30 million

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July 2, 2019 at 11:20 PM

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April 30, 2019 at 5:25 PM

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Top Executive: Jon Stein



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