Vestwell
Simon Ho is a finance professional with extensive experience in strategic finance and financial planning and analysis. Currently serving in a strategic finance role at Vestwell since September 2024, Simon previously held a similar position at Sprinklr from December 2023 to July 2024. Prior to these roles, Simon was the Head of Finance and Director of Strategic Finance at Bellhop, contributing to a successful Series D funding round. Additionally, Simon has held senior finance management positions at Angi and Handy HQ, where Handy HQ was acquired by Angi. Experience also includes strategic finance roles at Breather, Unified, and an investment banking analyst position at Citi. Simon is a co-founder of Project Cozy, a specialty coffee company. Simon holds a Bachelor of Business Administration in Finance from Baruch College.
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Vestwell
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Vestwell is the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans). They remove the friction points of confusion, cost, and compliance that come with traditional retirement plans through their easy-to-use digital platform, flexible plan design and investments, and lower cost-to-serve. Vestwell was built to work with advisors, accountants, and other financial professionals, where we become an extension of their practice while helping them scale through technology.