Companies

vWise

Provider of software and solutions for the employee benefits industry and defined contribution market.

company snapshot

Leadership

David Ferrigno,
CEO

Sector

Wealth Tech

Status

Active

Initial Investment

June 2014

Location

Aliso Viejo, CA

Website

vwise.com

Investment Theme

Massive market of defined contribution plans with limited engagement by investors.

vWise News

November 3, 2021

vWise partners with IRALOGIX to enable rapid deployment of IRA solutions

vWise, Inc., a leading provider of technology solutions for the retirement industry, today announced its partnership with IRALOGIX, a leading provider of cloud-based technology enabling institutional partners to offer IRA solutions to all investors regardless of account size. Providers using vWise will be given the opportunity to quickly launch a profitable white label IRA solution that leverages the same types of institutional investments found in employer plans, along with professional advice and more.

October 5, 2021

vWise Adds ProNvest as a Full-service Managed Account Solution Provider

vWise, Inc., a leading provider of technology solutions for the retirement industry, today announced its partnership with ProNvest, a leading provider of customized managed account services, to offer a hands-on, engagement-focused managed account platform. Providers using vWise will be given the opportunity to offer ProNvest’s managed account program and the vWise Experience Platform to participants under their recordkeeping umbrella.

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