About Us & Meet Our Team Page

Built on a Belief. Validated by a Patent. Proven by Results.

PTO Exchange is the category-creating, patented benefit exchangeplatform that transforms the value of unused, earned paid time off into meaningful financial outcomes for employees — at no net cost to the employer.

Founded in 2013. Launched in 2017. Trusted by 150+ organizations and approximately 285,000 employees across the country.

PTO Exchange

Solving two urgent, growing challenges — one for employers, one for employees.

PTO Exchange sits at a rare intersection of two urgent, growing challenges — one on the employer's balance sheet, one in the employee's bank account.

We resolved both. Simultaneously. With one patented, IRS-compliant platform.

Today, PTO Exchange is the only platform of its kind: validated by the IRS through private letter rulings, protected by U.S. Patent US10108933 B1, and trusted by mid-market and enterprise organizations across healthcare, financial services, nonprofits, manufacturing, and retail.

Our clients stay. Our results compound. And the employees we serve use their earned time to build the financial lives they deserve.

FOUNDED

2013

LAUNCHED

2017

US10108933 B1 — Category Creator

Patent

150+ employer clients

Clients

Employees on Platform

~285,000

Client Retention

98.8%

IRS-validated · SOC II Type 2 · SOC I Type 2 · All 50 states

Compliance

250–5,000 employees

Sweet Spot

Healthcare · Nonprofits · Financial Services · Manufacturing · Retail

Top Industries

Rob Whalen

Co-Founder / CEO

Todd Lucas

Co-Founder / CTO

Rob Schwend

Vice President of Product & Integration

Steve Armstrong

Vice President of Finance & Operations