Vest

What it does

Vest, on a mission to bring wider access to financial derivatives and other institutional investment strategies, manages investment products worth $70+ billion (as of 6/30/26). 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), First Round Capital (Uber, Mint, Square) and Payment Ventures (MicroVentures, CardFlight). See more at https://www.vestfin.com.