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Aaron Schumm

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Articles tagged "Aaron Schumm"

Aaron Schumm: This is a very repeatable process.

Vestwell scores $385 million 'E' round after it 'jumped' on 'unexpected' Accrue 401(k) deal, and VCs noticed it can now 'repeatably' scale accretively

Aaron Schumm's recordkeeper can spend capital --with abandon and high ROI -- in the green pastures of 401(k) stragglers and payroll companies

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Ron Carson: At Carson, this all points to becoming a single source of truth for our clients.

With AUM growth stalled since Bain bought $290-million stake in 2021, Carson Wealth is seeking greener 401(k) pastures by choosing Vestwell's 'dirt cheap' fees

The Omaha, Neb., RIA slid below $19 billion by end of 2022 but has a deal with Vestwell to encourage its RIAs to seek 401(k) plans

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