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Congruent Solutions Case Studies

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  • Vestwell
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    4.8 / 5.0
    Customer References 61 total
    About

    Vestwell is a leading fintech platform powering the new savings economy for millions of businesses and people. Headquartered in New York City, the company transforms access to essential financial wellness …

  • Guideline
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    Customer References 1 total
    About

    Guideline simplifies media buying and selling with AI-driven insights and market intelligence, empowering efficient decision-making for critical advertising strategies.

  • Ubiquity Retirement & Savings
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    Customer References 0 total
    About

    A retirement plan provider known for pioneering the 401(k) flat-fee model.