Also known as: Vest
Bringing wider access to financial derivatives.
Company was acquired
Event Year: 2014
Company was acquired
Event Year: 2014
Vest was founded with the ambitious goal of democratizing access to sophisticated financial derivatives and institutional-grade investment strategies. As of September 30, 2025, the company managed over $50 billion in investment products. Supported by private equity funding, Vest established a strategic alliance with Cboe Global Markets, Inc. (NASDAQ: CBOE) and First Trust, a prominent global asset manager.
In 2013, Vest pioneered Target Outcome Investments, a novel approach designed to achieve specific return targets within predefined risk parameters and time horizons. These investments are now offered through various vehicles, including mutual funds, exchange-traded funds (ETFs), unit investment trusts (UITs), collective investment trusts (CITs), and tailored managed accounts and sub-advisory services.
Vest's initial launch was fueled by investments from leading venture capital firms such as Y Combinator (known for backing Airbnb, Reddit, and Dropbox), Payment Ventures (MicroVentures, CardFlight), and First Round Capital (Uber, Mint, Square).
Vest was founded with the ambitious goal of democratizing access to sophisticated financial derivatives and institutional-grade investment strategies. As of September 30, 2025, the company managed over $50 billion in investment products. Supported by private equity funding, Vest established a strategic alliance with Cboe Global Markets, Inc. (NASDAQ: CBOE) and First Trust, a prominent global asset manager.
In 2013, Vest pioneered Target Outcome Investments, a novel approach designed to achieve specific return targets within predefined risk parameters and time horizons. These investments are now offered through various vehicles, including mutual funds, exchange-traded funds (ETFs), unit investment trusts (UITs), collective investment trusts (CITs), and tailored managed accounts and sub-advisory services.
Vest's initial launch was fueled by investments from leading venture capital firms such as Y Combinator (known for backing Airbnb, Reddit, and Dropbox), Payment Ventures (MicroVentures, CardFlight), and First Round Capital (Uber, Mint, Square).
Total Raised: Unknown (Y Combinator backed)
Last Round: Winter 2015
Total Raised: Unknown (Y Combinator backed)
Last Round: Winter 2015
Fintech
Fintech
Fintech -> Asset Management
Fintech -> Asset Management
Team size: 50
Hiring: No
Team size: 50
Hiring: No
