Insights

Growth in Assets With over $50 billion in assets under management and a broad suite of innovative investment products, Vest demonstrates significant scale and market presence that can be leveraged for cross-selling additional financial solutions or premium advisory services.

Technology-Driven Innovation Vest’s use of advanced cloud services, data analytics, and outcome-focused derivatives signifies a strong commitment to cutting-edge technology, presenting opportunities to offer tailored tech integrations or data-driven financial tools to enhance client portfolios.

Market Expansion Potential Recent financial performance, including quarterly earnings and strategic investor investigations, indicates an evolving company that might be receptive to strategic partnerships or new product deployments aimed at expanding market reach or strengthening investor confidence.

Recent Financial Developments Vestis Corporation’s recent earnings beat and detailed financial disclosures suggest that the company is actively managing its growth trajectory, creating opportunities for sales of capital markets services, financial analytics, or compliance solutions to support their expanding operations.

Leadership and Governance Active shareholding and ongoing shareholder rights investigations highlight a focus on corporate governance, opening avenues for engagement around compliance, governance tools, or investor relations solutions tailored to investor-focused organizations.

Similar companies to Vest

Vest Tech Stack

Vest uses 8 technology products and services including Cloudflare, Dropbox, LinkedIn, and more. Explore Vest's tech stack below.

  • Cloudflare
    Content Management System
  • Dropbox
    Digital Asset Management
  • LinkedIn
    Online Community Software
  • Google Cloud Trace
    Performance
  • Node.js
    Programming Languages
  • Cloudflare Bot Management
    Security
  • Django
    Web Frameworks
  • Uvicorn
    Web Servers

Media & News

Vest's Email Address Formats

Vest uses at least 2 format(s):
Vest Email FormatsExamplePercentage
FLast@cboevest.comJDoe@cboevest.com
100%
FLast@vestfin.comJDoe@vestfin.com
75%
First.Last@vestfin.comJohn.Doe@vestfin.com
25%

Frequently Asked Questions

Where is Vest's headquarters located?

Minus sign iconPlus sign icon
Vest's main headquarters is located at 8350 Broad Street Suite 240 Tysons Corner, Virginia 22102 United States. The company has employees across 5 continents, including North AmericaEuropeSouth America.

What is Vest's phone number?

Minus sign iconPlus sign icon
You can contact Vest's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Vest's stock symbol?

Minus sign iconPlus sign icon
Vest is a publicly traded company; the company's stock symbol is VSTS.

What is Vest's official website and social media links?

Minus sign iconPlus sign icon
Vest's official website is vestfin.com and has social profiles on LinkedInCrunchbase.

What is Vest's SIC code NAICS code?

Minus sign iconPlus sign icon
Vest's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Vest have currently?

Minus sign iconPlus sign icon
As of February 2026, Vest has approximately 76 employees across 5 continents, including North AmericaEuropeSouth America. Key team members include Chief Executive Officer: K. S.Coo Cofounder: A. C.Coo Cofounder: J. C.. Explore Vest's employee directory with LeadIQ.

What industry does Vest belong to?

Minus sign iconPlus sign icon
Vest operates in the Financial Services industry.

What technology does Vest use?

Minus sign iconPlus sign icon
Vest's tech stack includes CloudflareDropboxLinkedInGoogle Cloud TraceNode.jsCloudflare Bot ManagementDjangoUvicorn.

What is Vest's email format?

Minus sign iconPlus sign icon
Vest's email format typically follows the pattern of FLast@cboevest.com. Find more Vest email formats with LeadIQ.

When was Vest founded?

Minus sign iconPlus sign icon
Vest was founded in 2012.

Vest

Financial ServicesVirginia, United States51-200 Employees

$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 December 31, 2025. $49.6B assets under management, $9.1B non-discretionary assets under supervision

Section iconCompany Overview

Headquarters
8350 Broad Street Suite 240 Tysons Corner, Virginia 22102 United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
Stock Symbol
VSTS
NAICS Code
52 - Finance and Insurance
Founded
2012
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    Vest's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Vest's revenue is estimated to be in the range of $50M$100M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.