Vest

Bringing wider access to financial derivatives.

Y CombinatorWinter 2015AcquiredFintechAsset ManagementFintechInvesting

What they do

Problem

Many investors and advisors lack accessible, scalable ways to use derivatives and institutional strategies to achieve defined risk/return outcomes.

Solution

Vest designs and manages target outcome investment products and platforms (e.g., ETFs, mutual funds, UITs, CITs, and managed accounts) that use derivatives to deliver defined return profiles within specified risk parameters over set time horizons.

Who it's for

Financial advisors, institutional investors, and asset managers offering packaged investment solutions to end investors.

Founders

Karan Sood

Founder/CEO

Financial engineer

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Jeff Chang

President & Co-Founder

Jeff Chang has over 25 years of experience in financial services and asset management, and is responsible for driving product strategy, research and positioning of the firm's product offerings across all distribution and marketing channels. Prior to co-founding Vest in 2012, Jeff worked at ProShares, and FBR & Co. Jeff is a CFA charterholder. He has also held CPA and CFE certifications. Jeff attended the United States Naval Academy and the McDonough School of Business at Georgetown University.

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