Vest Group Overview

  • Year Founded
  • 2012

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 35


  • Latest Deal Type
  • M&A

Vest Group General Information


Developer of an investment advisory platform designed to offer institutional-quality target outcome investments. The company's platform facilitates Target Outcome Investments to provide a level of contractual certainty unattainable in other investment models and use strategies once limited to large financial institutions to flip the traditional investing process on its head, thereby enabling financial advisors to offer their clients a new level of investment certainty without taking on the complexity of building their models.

Contact Information

Formerly Known As
Vest Financial, Cboe Vest, LLC
Ownership Status
(Operating Subsidiary)
Financing Status
Formerly VC-backed
Primary Industry
Financial Software
Other Industries
Social/Platform Software
Other Financial Services
Parent Company
Corporate Office
  • 8350 Broad Street
  • Suite 240
  • McLean, VA 22102-5150
  • United States
+1 (855) 000-0000

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Vest Group Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
5. Merger/Acquisition 25-Jan-2016 00000 Completed Generating Revenue
4. Accelerator/Incubator 00000 Completed Generating Revenue
3. Accelerator/Incubator 18-Aug-2015 00000 00000 00.000 Completed Generating Revenue
2. Early Stage VC 22-Mar-2015 Completed Generating Revenue
1. Angel (individual) 01-Jul-2012 Completed Generating Revenue
To view Vest Group’s complete valuation and funding history, request access »

Vest Group Comparisons

HQ Location
Total Raised
Post Valuation
Developer of an investment advisory platform designed to offer institutional-quality target outcome investments. The com
Financial Software
McLean, VA
35 As of 2024
000000&0 00000


dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco
000000000 00000000
Dubai, United Arab Emirates
00 As of 0000
000000000000 000.00


d tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, q
00000 000000000 0000
Berlin, Germany
000 As of 0000
00000000000 00000
Add Comparison

PitchBook’s comparison feature gives you a side-by-side look at key metrics for similar companies. Personalize which data points you want to see and create visualizations instantly.

Request a free trial

Vest Group Competitors (31)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Sarwa Venture Capital-Backed Dubai, United Arab Emirates 00 000.00 000000000000 000.00
Moonfare Venture Capital-Backed Berlin, Germany 000 00000 00000000000 00000
YieldStreet Venture Capital-Backed New York, NY 000 00000 0000000000 0 00000
WealthArc Venture Capital-Backed Zurich, Switzerland 00 00.00 000000000 00.00
Torre Capital Venture Capital-Backed Singapore, Singapore 00 00.00 0000000000 0 00.00
You’re viewing 5 of 31 competitors. Get the full list »

Vest Group Executive Team (12)

Name Title Board Seat Contact Info
Karan Sood Co-Founder, Chief Executive Officer and Portfolio Manager
Jeffery Chang Co-Founder & President
Howard Rubin Managing Director & Head of Portfolio Management
Christopher Lee Managing Director & Head of Product Management
Steve Neamtz Managing Director & Head of Strategic Business Development
You’re viewing 5 of 12 executive team members. Get the full list »

Vest Group Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

Vest Group Former Investors (6)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
First Round Capital Venture Capital Minority 000 0000 000000 0
First Trust Capital Partners Venture Capital Minority 000 0000 000000 0
Payment Ventures Venture Capital Minority 000 0000 000000 0
SUP46 Accelerator/Incubator Minority 000 0000 000000 0
Tony VanBrackle Angel (individual) Minority 000 0000 000000 0
You’re viewing 5 of 6 investors. Get the full list »

Vest Group FAQs

  • When was Vest Group founded?

    Vest Group was founded in 2012.

  • Who is the founder of Vest Group?

    Karan Sood, Jeffery Chang, and Daniel Roos are the founders of Vest Group.

  • Who is the CEO of Vest Group?

    Karan Sood is the CEO of Vest Group.

  • Where is Vest Group headquartered?

    Vest Group is headquartered in McLean, VA.

  • What is the size of Vest Group?

    Vest Group has 35 total employees.

  • What industry is Vest Group in?

    Vest Group’s primary industry is Financial Software.

  • Is Vest Group a private or public company?

    Vest Group is a Private company.

  • What is Vest Group’s current revenue?

    The current revenue for Vest Group is 000000.

  • How much funding has Vest Group raised over time?

    Vest Group has raised $120K.

  • Who are Vest Group’s investors?

    First Round Capital, First Trust Capital Partners, Payment Ventures, SUP46, and Tony VanBrackle are 5 of 6 investors who have invested in Vest Group.

  • Who are Vest Group’s competitors?

    Sarwa, Moonfare, YieldStreet, WealthArc, and Torre Capital are some of the 31 competitors of Vest Group.

  • When was Vest Group acquired?

    Vest Group was acquired on 25-Jan-2016.

  • Who acquired Vest Group?

    Vest Group was acquired by Cboe Global Markets.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »
  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »