Investing how you least expect it
We give organizations and people a way to invest for the future.
What we offer
Intuitive
Our approach to finding smart and creative solutions is designed to be simple and intuitive. Sumday's innovative digital interface includes user-friendly features such as personalized gifting pages, a linked prepaid card that is built with ABLE plan participants in mind, goal-setting tools and more.
Seamless
We bring together the complex suite of capabilities that enables seamless delivery for you and plan participants. Unique to the industry, our end-to-end solution is owned by Vestwell Holdings, Inc., and brings together Vestwell's proprietary technology and the capabilities of the world's largest financial institutions.
Proven
Vestwell Holdings, Inc., and its service providers, meet the industry's highest standards of capital oversight and is a proven partner to government clients. Sumday acts as plan manager for several 529, ABLE Savings and Secure Choice plans in states such as Connecticut, Oregon, Washington, Maryland and Florida.
About Sumday
We understand and adapt to the needs of states as they help individuals save for college, retirement and disability-related expenses. Sumday, a Vestwell company, helps states administer and grow their secure choice retirement savings plans, 529 college savings plans, 529A ABLE and other public-sponsored savings plans. It delivers an end-to-end solution for individual end-users, investment advisors, and plan sponsors.
Plans we support
How does it work?
We help our clients by designing simple and smart solutions for saving and investing. We provide a full suite of products and services, integrated with our leading technology. Our focus on the user experience coupled with our nimble environment enable us to offer a level of customization, that we think is unique.
Everything can be managed online to give people more ways to contribute, withdraw, and invest for the future.
Who is Vestwell?
Vestwell is a cloud-based modern FinTech platform providing the underlying technology to retirement plans, advisor managed funds, state savings programs, workplace programs, and more, all at scale. Vestwell's mission is to build a unified savings FinTech platform that closes the savings gap and delivers the elevated experience that every saver deserves. Vestwell is the only platform positioned to be the chassis powering the savings of every American, encompassing over $38 trillion in assets.
Can my organization partner with Sumday?
Gladly. We’re always looking for new organizations to work with and to grow our circle of friends.