Company profile

Vest

Invest with more certainty.

Industry
Financial Services
Employees
89
Headquarters
McLean, Virginia
Founded
2012
LinkedIn followers
4,843
Office locations
2

Vest company summary

Vest is a company in the Financial Services industry, headquartered in McLean, Virginia, founded in 2012. On LinkedIn the company has around 89 employees and 4,843 followers. The company lists 2 office locations. Its listed specialties include Structured Products, Investment Advisory, Fintech, covered call writing, UITs.

What technology does Vest use?

No technologies detected yet. Warmrank rechecks company websites on a rolling basis.

About Vest

$65+ Billion* Milestone Achieved | Target Outcome Investments® Pioneers Vest was born at the intersection of Silicon Valley and Wall Street. Founded in 2012 and backed by Y Combinator, we brought disruptive thinking to a legacy industry—pioneering a new approach to portfolio construction built on defined outcomes and engineered certainty. What We've Built Since 2012: - Target Buffer ETFs® that define downside protection - Target Income Investments that target specific income levels with growth upside - 300+ innovative products trusted by thousands of advisors - Over $50 billion in assets under management The Vest Difference: We simplify derivative strategies into precise, outcome-driven solutions that bring certainty and clarity to portfolios. Silicon Valley innovation meets Wall Street expertise. Ready to move beyond speculation? Follow us for insights that help advisors deliver more certainty. Explore our comprehensive Target Outcome® suite: vestfin.com Vest Financial LLC is registered with the SEC as an Investment Advisor. All investments involve risk. *As of December 31, 2025. $49.6B assets under management, $9.1B non-discretionary assets under supervision

Specialties

Structured ProductsInvestment AdvisoryFintechcovered call writingUITsVITsCITsvariable insurance trustsTarget Outcome InvestmentsDerivative-Based Investment ProductsOutcome-focused InvestmentsAsset ManagementMutual FundsETFsDefined OutcomesSMARetirementWealthInsuranceDerivativesBuffer FundInvestment SolutionsPortfolio Construction

Where is Vest located?

Vest lists 2 office locations.

McLean, Virginia, USHQ
8350 Broad Street
Stockholm, 11156, SE
Regeringsgatan 65, 3f;

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Frequently asked questions about Vest

What does Vest do?

$65+ Billion* Milestone Achieved | Target Outcome Investments® Pioneers Vest was born at the intersection of Silicon Valley and Wall Street. Founded in 2012 and backed by Y Combinator, we brought disruptive thinking to a legacy industry—pioneering a new approach to portfolio construction built on defined outcomes and engineered certainty. What We've Built Since 2012: - Target Buffer ETFs® that define downside protection - Target Income Investments that target specific income levels with growth upside - 300+ innovative products trusted by thousands of advisors - Over $50 billion in assets under management The Vest Difference: We simplify derivative strategies into precise, outcome-driven solutions that bring certainty and clarity to portfolios. Silicon Valley innovation meets Wall Street expertise. Ready to move beyond speculation? Follow us for insights that help advisors deliver more certainty. Explore our comprehensive Target Outcome® suite: vestfin.com Vest Financial LLC is registered with the SEC as an Investment Advisor. All investments involve risk. *As of December 31, 2025. $49.6B assets under management, $9.1B non-discretionary assets under supervision

How many employees does Vest have?

Vest has around 89 employees on LinkedIn.

Where is Vest headquartered?

Vest is headquartered in McLean, Virginia.

Where does Vest have offices?

Vest lists 2 office locations, including McLean, Virginia, US; Stockholm, 11156, SE.

When was Vest founded?

Vest was founded in 2012.

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