“Can a cross-border investment platform become the default global wealth-building layer for India's growing investor diaspora?”
Founded in 2019 as a zero-commission US stock investing platform for Indian retail investors and NRIs, Vested Finance has evolved from a simple brokerage access product into a multi-asset global investing platform. The company operates both a registered investment adviser entity (Vested Finance Inc.) and a FINRA/SIPC-member broker-dealer (VF Securities, Inc.) to serve its cross-border user base. Over time it has layered in Managed Portfolios, Private Markets access, and Global Funds alongside the core US stocks and ETFs offering, positioning itself as the global investing specialist for Indian-origin investors worldwide.
Vested Finance was founded by Viram Shah and is founded in 2019, headquartered in El Segundo, CA (US); San Francisco, CA (US) — also operates in India.
Vested Finance has raised $3.6M+ in total (latest round: Seed, 2020).
Get a read on where your own stack stands against Vested Finance and the rest of its category — what they built versus bought, which providers they use, and where the gaps in your own strategy and competitive set actually are.