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Vest

Bringing wider access to financial derivatives.

Acquired

About

Vest, on a mission to bring wider access to financial derivatives, manages investment products worth $75+ billion (as of 9/30/26). Backed by private equity, the firm has a strategic partnership with Cboe Global Markets, Inc. (NASDAQ: CBOE), and First Trust, a global asset manager.

Vest created Target Outcome Investments in 2013, which target a defined return profile, with an allowance for a specific level of risk, at a particular point in time. Today, Target Outcome Investments are available as mutual funds, exchange-traded funds (ETFs), unit investment trusts (UITs), collective investment trusts (CITs), and customizable managed accounts / sub-advisory services.

The firm was launched and backed by preeminent venture firms such as Y-Combinator (Airbnb, Reddit, Dropbox), First Round Capital (Uber, Mint, Square) and Payment Ventures (MicroVentures, CardFlight).

See more at https://www.vestfin.com.

Topics

FintechInvestingAsset Management
Location
McLean, VA, United States
Team size
65 employees
YC batch
Winter 2015
Status
Acquired
Stage
Growth stage

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Questions and answers

What does Vest do?

Bringing wider access to financial derivatives.

Where is Vest based?

McLean, VA, United States

How many people work at Vest?

65 employees, according to the company profile.

Has Vest raised money?

There are no funding rounds for Vest in our data.

What are the alternatives to Vest?

Similar startups: Human Interest, Alpaca, and Ledger Investing.