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Vested Finance

“Can a cross-border investment platform become the default global wealth-building layer for India's growing investor diaspora?”

Founded2019
HQEl Segundo, CA (US); San Francisco, CA (US) — also operates in India
FoundersViram Shah
Total raised$3.6M+
Latest roundSeed, 2020
IndustryFintech / Investment
The story

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.

Last 12 months
2025-12
2026-02
Product timeline
2019
Vested Finance founded to give Indian investors zero-commission access to US stocks and ETFs.· pivot
2020
Raised $3.6M seed round to accelerate product development and expand teams in the US and India.· banking
2021
Partnered with Religare Broking to bring US stock market investing to Indian retail investors via IBS Intelligence reported deal.· banking
2023
Expanded product suite to include Managed Portfolios (previously called Vests), Private Markets, and Global Funds beyond US Stocks & ETFs.· banking
2025
Platform reports ₹10,000 Cr+ AUA, ₹40,000 Cr+ trading volume, and 400,000+ global portfolios launched as of December 2025.· banking
Regulated entities
Registered Investment Adviser
US (SEC)
Vested Finance Inc.
Broker-Dealer (FINRA/SIPC member)
US
VF Securities, Inc.
The stack
Accounting gap: none