Vest

Bringing wider access to financial derivatives.

Vest is active in the fintech space based in McLean, VA, USA; Remote, founded in 2016.

Profile

Vest, on a mission to bring wider access to financial derivatives and other institutional investment strategies, manages investment products worth $50+ billion (as of 9/30/25). 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), Payment Ventures (MicroVentures, CardFlight) and First Round Capital (Uber, Mint, Square).

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

Its activity falls under fintech; the profile below is assembled from public directory data.

McLean, VA, USA; Remote is where the company is located.

It is recorded at the Winter 2015 stage.

Recorded headcount: 50 employees.

Website: www.vestfin.com