Vest Revenue

Financial Services • 8350 Broad Street, McLean, United States • 51-100 Employees

Vest revenue & valuation

Annual revenue	$5,903,295
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$18,900,000
Total funding	$750,000

Key Contacts at Vest

Karan Sood

Chief Executive Officer

Michael J. Capizzi

Managing Director

Begum Ugurluoglu Akyazici

Co-Founder At Petityu.Com

Christopher Mortimer

Managing Director

Linda Werner

Chief Marketing Officer

Trevor Lack

Managing Director, Portfolio Management

Chris Lee

Managing Director

Allie Mcadoo

Owner

荣曹

Bd Director

James James Lane

Owner

Company overview

Headquarters	8350 Broad Street, McLean, Virginia 22102-5150, US
Phone number	+1221025150
Website	vestfin.com
NAICS	52
SIC	628
Keywords	Derivatives, Etfs, Portfolio Construction, Structured Products, Asset Management, SMA, Insurance, Wealth, Investment Advisory, Mutual Funds, Retirement, Fintech, Investment Solutions, Uits, Target Outcome Investments, Cits, Covered Call Writing, Vits, Variable Insurance Trusts, Derivative-Based Investment Products, Outcome-Focused Investments, Buffer Fund, Defined Outcomes
Founded	2012
Employees	51-100
Socials

Vest Email Formats

Vest uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@vestfin.com), used 84.1% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@vestfin.com	84.1%
{first initial}{last name}	jdoe@vestfin.com	15.9%

About Vest

$50+ Billion* Milestone Achieved | Target Outcome Investments® Pioneers Most investments target speculative returns with uncertain risk over uncertain timeframes. Financial advisors demanded better. Vest delivered. 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 June 30, 2025. $43.2B assets under management, $7.9B non-discretionary assets under supervision

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Vice President

C-Suite

Employees by Department

Vest has 50 employees across 15 departments.

Departments

Number of employees

Funding Data

Explore Vest's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2015-07-01	1	$750,000

Funding Insights

$750,000

Total funding amount

$750,000

Most recent funding amount

Number of funding rounds

Vest Tech Stack

Discover the technologies and tools that power Vest's digital infrastructure, from frameworks to analytics platforms.

Reddit Ads

Advertising

reCAPTCHA

Security

Dropbox

Digital asset management

Node.js

Programming languages

Nuxt.js

JavaScript frameworks

Hotjar

Analytics

Wistia

Video players

Google Cloud Trace

Performance

Twitter Ads

Advertising

Apple iCloud Mail

Webmail

Pure Chat

Live chat

Google Analytics

Analytics

Frequently asked questions

Vest is located in 8350 Broad Street, McLean, US.

You can reach Vest at +1221025150.

Vest generates an estimated annual revenue of $5,903,295. This revenue figure reflects the company's market position and business performance in its industry.

Vest has an estimated valuation of $18,900,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Vest was founded in 2012, making it 14 years old. The company has established itself as a significant player in its industry over this time.

Vest has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

Vest has raised a total of $750,000 across 1 funding rounds. This investment has helped the company grow and expand its operations.

Key Contacts at Vest

Karan Sood

Chief Executive Officer

Michael J. Capizzi

Managing Director

Begum Ugurluoglu Akyazici

Co-Founder At Petityu.Com

Christopher Mortimer

Managing Director