Vest

Leading defined outcome investing, with $40 Billion AUM & non-discretionary assets under supervision (as of 9/30/2024)

General Information
Company Name
Vest
Founded Year
2012
Location (Offices)
Mclean, United States +2
Founders / Decision Makers
Number of Employees
80
Industries
Financial Services, Insurance
Funding Stage
-
Social Media

Vest - Company Profile

Vest is a financial services and insurance startup that was founded in 2012 and is headquartered in the United States. The company's slogan "We manage $26.0 Billion assets & supervise $4.5 Billion non-discretionary assets in Target Outcome Investments*" reflects its focus on providing certainty in investment outcomes. Vest addresses the market need for greater certainty in investments by offering Target Outcome Investments®, which target a defined return profile with a specific level of risk at a particular point in time. This innovative approach was first introduced to the market in 2013 with Vest’s flagship Buffer Protect Strategy. With $26.0 Billion assets under management and $4.5 Billion non-discretionary assets supervised as of March 31, 2024, Vest has established itself as a leader in this space. For investors seeking more predictable investment outcomes, Vest offers a compelling solution. The company's commitment to providing certainty and managing substantial assets positions it as an attractive opportunity for potential investors and venture capitalists. To learn more about Vest and its evolution in Target Outcome Investments, visit vestfin.com/about-us#company.

Taxonomy: Investment Management, Target Outcome Investments, Structured Products, Options Trading, Mutual Funds, Managed Accounts, Exchange-Traded Funds, Investment Advisory, Variable Insurance Trusts

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