Insights

Efficiency uplift Target financial institutions with high-volume investment product workflows to demonstrate the platform’s ability to automate repetitive tasks, reduce manual errors, and deliver a claimed 30x efficiency increase in product creation and management.

Compliance & risk Position the platform as a solution for regulatory and compliance fatigue by highlighting automated workflows and seamless integration with existing banking infrastructure to minimize operational risk and ensure audit-ready processes.

Asset class versatility Highlight support for a wide range of actively managed products (AMCs, ETPs, ETNs, TRSs, SMAs, Structured Notes) to addressing banks’ needs across multiple product lines, enabling cross-sell opportunities within existing clients.

Cloud-first scalability Emphasize scalable, cloud-based SaaS with a modern web interface and robust API integration to attract institutions seeking fast deployment, interoperability with core systems, and reduced on-premises maintenance.

Swiss innovation Leverage Switzerland’s reputation for precision and financial services to approach Europe-based banks and asset managers seeking trusted, security-conscious tech partners with global reach.

Similar companies to vestr

vestr Tech Stack

vestr uses 8 technology products and services including iCIMS, Calendly, Amazon Web Services, and more. Explore vestr's tech stack below.

Media & News

vestr's Email Address Formats

vestr uses at least 3 email formats:
vestr Email FormatsExamplePercentage
First.Last@vestr.comJohn.Doe@vestr.com
93%
First_Last@vestr.comJohn_Doe@vestr.com
4%
LastFi@vestr.comDoeJo@vestr.com
3%

Frequently Asked Questions

What is vestr's stock symbol?

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vestr is a publicly traded company; the company's stock symbol is CVVTF.

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

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vestr's official website is vestr.com and has social profiles on LinkedIn and Crunchbase.

How much revenue does vestr generate?

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As of July 2026, vestr's annual revenue is estimated to be $1M - $10M.

What is vestr's NAICS code?

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vestr's NAICS code is 52 - Finance and Insurance.

How many employees does vestr have currently?

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As of July 2026, vestr has approximately 28 employees across 3 continents, including Europe, North America and Asia. Key team members include Chief Executive Officer: R. B., Chief Technology Officer: P. C. and Vp Finance: P. M. Explore vestr's employee directory with LeadIQ.

What industry does vestr belong to?

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vestr operates in the Financial Services industry.

What technology does vestr use?

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vestr's tech stack includes iCIMS, Calendly, Amazon Web Services, Kubernetes, CookieYes, MongoDB, Google Cloud and Webflow.

What is vestr's email format?

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vestr's email format typically follows the pattern of First.Last@vestr.com. Find more vestr email formats with LeadIQ.

How much funding has vestr raised to date?

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As of July 2026, vestr has raised $9.9M in funding. The last funding round occurred on Oct 19, 2022 for $9.9M.

When was vestr founded?

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vestr was founded in 2017.
vestr logo

vestr

Financial ServicesZug, Switzerland11-50 Employees

vestr is a Swiss fintech company focused on simplifying active investment management. Founded in 2017 by three industry professionals, it is based in Zug, Switzerland, and has grown into a diverse team. 

It offers a cloud-based platform for issuers of investment products, featuring a modern web interface that supports creation, management, and monitoring, with scalability, security, and API-based integration with banks' infrastructure. The platform automates end-to-end product workflows for investment banks and financial institutions, reducing operational costs and compliance risk while improving speed to market, and it supports a wide range of asset classes and product types including Actively Managed Certificates, Exchange Traded Products, Exchange Traded Notes, Total Return Swaps, Separately Managed Accounts, and structured notes. In 2021, the company expanded to Singapore and formed a partnership with Julius Baer to extend its AMC platform to Asia.

Section iconCompany Overview

Website
vestr.com
Stock Symbol
CVVTF
NAICS Code
52 - Finance and Insurance
Founded
2017
Employees
11-50

Section iconFunding & Financials

  • $9.9M

    vestr has raised a total of $9.9M of funding over 6 rounds. Their latest funding round was raised on Oct 19, 2022 in the amount of $9.9M as a Venture Round.

  • $1M - $10M

    vestr's revenue is estimated to be in the range of $1M - $10M

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