Investing Profile

Aaron Schumm

InvestorAngel
Founder, CEO at Vestwell
vestwell.comNew York, New York
Photo of Aaron Schumm, Angel

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7 Investors

Connected to David Cohen (Techstars), Sheel Mohnot (Better Tomorrow Ventures), Garrett Goldberg (BEE Partners), and 4 other investors on Signal.

Citi Network
48 CONNECTIONS
Duke University - The Fuqua School of Business Network
33 CONNECTIONS
cb
Angel
$5K - $25K
$15K
1
CompanyStageDateRound SizeTotal Raised
Stay
SeedOct 2024$3M
$3M
Strategic Advisor OfColor2020 - Present
Founder, CEO Vestwell2016 - Present
Advisor/Investor (acquired by FMG Suite) Vestorly2015 - 2022
Board Of Directors Chalice Financial Network™2018 - 2019
Advisory Board Member (acquired by Plaid) Quovo2015 - 2018
Co-Founder, Chief Customer Officer (acquired by Envestnet) FolioDynamix2007 - 2015
Vice President of Product Marketing Citi2007 - 2007
Marketing/Business Development/Sales Electra Information Systems2006 - 2006
Product Manager Fiserv2002 - 2006
Head Equity Research Analyst Dillon Scott Securities, Inc.,2002 - 2004
Senior Portfolio Analyst The Northern Trust Company2000 - 2002
Duke University - The Fuqua School of Business 2007 MBA
Gies College of Business - University of Illinois Urbana-Champaign Bachelors of Science Finance