Investing Profile

Aaron Schumm

InvestorAngel

Founder, CEO at Vestwell

vestwell.comNew York, New York

Your Intro Paths to Aaron Schumm

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Aaron Schumm's investing connections

Connected to 7 investors on Signal.

Networks Aaron is a member of

Citi Network

306 CONNECTIONS

Duke University - The Fuqua School of Business Network

54 CONNECTIONS

Fuqua School of Business, Duke University Network

49 CONNECTIONS

University of Illinois at Urbana-Champaign - College of Business Network

25 CONNECTIONS

University of Notre Dame - Mendoza College of Business Network

22 CONNECTIONS

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Current Investing Position

Vestwell

Investment Range

$5K - $25K

Sweet Spot

$15K

Investments On Record

Aaron Schumm is on these Sector & Stage Rankings

Health IT (Series A)New York City Health & Hospital Services (Series A)Angel, Scout, and Solo-Capitalists Health IT (Pre-seed)Health & Hospital Services (Pre-seed)FinTech (Pre-seed)FinTech (Series A)

Aaron Schumm's Investments On Record (1)

Company	StageDateRound Size	Total Raised
Stay	SeedOct 2024$3M	$3M

Aaron Schumm's Experience

Founder, CEO Vestwell2016 - Present

Senior Portfolio Analyst Northern TrustPresent

Marketing/Business Development/Sales GreshamPresent

Advisor/Investor (acquired by FMG Suite) Vestorly (Acquired by FMG)Present

Board Of Directors Chalice Connect™Present

Board Observer CapIntelPresent

Founder, Chairman, & CEO VestwellPresent

Strategic Advisor OfColor2020 - 2024

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

Aaron Schumm's Education

Duke University - The Fuqua School of Business 2007 MBA

Gies College of Business - University of Illinois Urbana-Champaign Bachelors of Science Finance

University of Notre Dame - Mendoza College of Business Bachelors of Science Finance

University of Illinois at Urbana-Champaign - College of Business Bachelors of Science Finance

Fuqua School of Business, Duke University 2007 MBA

Investors who invest with Aaron Schumm

Scouts & Angels Affiliated With Aaron Schumm