Vestwell, the infrastructure platform powering America's modern savings economy, has announced the appointment of two new members to its board of directors: Jason Warnick, former Chief Financial Officer of Robinhood, and Josh Warren, Chief Financial Officer of FactSet. The additions arrive as Vestwell scales its platform, which now serves more than 2.7 million active savers and administers over $58 billion in assets nationwide. Board composition carries practical weight at that scale — directors are responsible for governance, financial oversight, and strategic guidance as a platform's footprint grows — and both new members arrive with chief financial officer credentials from fast-growing fintech and global financial data firms.

Jason Warnick: decades of operational and financial experience

Warnick draws on extensive operational and financial expertise from his tenures at Robinhood and Amazon. He served as CFO of Robinhood for seven years, helping guide the company through its initial public offering while overseeing its financial strategy amid regulatory changes, acquisitions, and rapid growth. Guiding Robinhood through its IPO placed him directly in the path of the financial reporting, disclosure, and regulatory obligations that come with public-company status — demands that intensify for scaling fintechs. Before joining Robinhood, Warnick spent nearly 20 years at Amazon, where he held several leadership positions, including VP of Finance and Chief of Staff to the CFO. He currently serves on the board of ŌURA, a leading health intelligence platform, and holds a B.A. from Western Washington University.

“Vestwell has built the infrastructure to make saving accessible for millions of Americans who were excluded or poorly served by the old system,” said Warnick. “I'm proud to be joining the board at a time when the company is scaling its vision of transforming how Americans save to close the $50 trillion savings gap.” The $50 trillion savings gap Warnick cited is the same framing Vestwell's leadership uses to describe the problem its infrastructure aims to solve: reaching Americans the traditional savings system has excluded or poorly served.

Josh Warren: a career spanning wealth management, data, and regulation

Warren is a seasoned financial and strategic leader. As CFO of FactSet, he oversees the financial operations of a leading global financial data and AI solutions provider. He previously served as CFO of Envestnet, a leading wealth management technology company. Warren's career also includes roles at BlackRock, Barclays Capital, Foros Group, the United States Department of the Treasury, and Skadden, Arps, Slate, Meagher & Flom LLP. He holds a J.D. from the New York University School of Law and a B.A. from Dartmouth College. That blend of wealth technology, financial data, and government experience spans the same constituencies Warren himself describes as central to Vestwell's platform: savers, employers, advisors, and government partners.

“I believe in Vestwell's mission of expanding access to savings for every American, and am honored to be joining the board at this exciting stage of the company's growth,” said Warren. “Having spent much of my across wealth management, data and regulation, I know what goes into building a platform that serves savers, employers, advisors and government partners simultaneously.”

Strengthening the board as the platform scales

Warnick and Warren each bring firsthand experience helping fast-growing, highly regulated fintech companies manage their finances through periods of scaling and expansion. They join an experienced group of financial services and technology leaders already serving on the Vestwell board, including Aaron Schumm, Lori Hardwick, Justin Overdorff, Logan Allin, and Tim DeGrange.

“Jason and Josh both bring experience operating at the intersection of technology, financial services, and public markets. They know what it takes to build lasting companies at scale,” said Vestwell Founder and CEO Aaron Schumm. “We are excited to welcome them to the Board as Vestwell expands the infrastructure behind America savings economy. Their expertise will be invaluable in helping us navigate the opportunities ahead.”

What to watch from here is where the new directors' expertise is applied first; Schumm pointed to 'the opportunities ahead' as Vestwell continues expanding the infrastructure behind America's savings economy, with a board whose combined backgrounds now span consumer fintech, wealth management, financial data, and government.

Source: Global FinTech Series