vestr

vestr

Private

Last Round

Series A

Extension

Oct 19, 2022

Total Funding Raised

$10.03M

Momentum Score

25 /100

Company Overview

vestr is a fintech company that provides a white-labelled software as a service (SaaS) platform for financial institutions to automate the lifecycle management of actively managed investment products.

Sector

FinTech

Verticals

Investment Platforms, Wealth Management, Vertical SaaS, RegTech

Business Model

B2B

Customer Profile

Subscription SaaS, Usage-Based SaaS, Services & Consulting

AI Layer

Non-AI

Keywords

actively managed certificatesAMCssecuritization platforminvestment lifecycle managementstructured products platformwhite-label SaaSwealthtechB2B FinTechSPV issuer platformRegTechportfolio rebalancingorder management softwareautomated complianceNAV calculation

Historical Pricing

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Caplight Momentum Score

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vestr Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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vestr Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
Series A ExtensionOct 19, 2022
Series AJul 17, 2020
SeedNov 12, 2018
GrantDec 6, 2017

Key People

Founding team and executive leadership

Rico Blaser

Chief Executive Officer

Executive Team

Peter Cicman

Chief Technology Officer

Executive Team

vestr Investors

Notable investors and investment history

InvestorRounds
EquityPitcher VenturesSeries A, Series A Extension
Elevator VenturesSeries A Extension
Raiffeisen Bank InternationalSeries A Extension
Venture KickGrant
European Angels FundSeries A
Zurcher KantonalbankSeries A, Series A Extension
SIX Fintech VenturesSeries A Extension, Seed

vestr Filings

SEC and related filings with document metadata.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
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vestr Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about vestr's valuation, stock price, and market status.

Firmographic Details

HeadquartersZug
Employee Range28
Year Founded2017
Last FundingOct 19, 2022

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Disclaimer All investments involve risk, including the risk of loss of principal. You should carefully consider your investment objectives, risks, transaction costs and other expenses before deciding to invest in options, swaps or other investments.This does not constitute an offer by Caplight Technologies, Inc. to sell, or a solicitation of an offer to buy, any securities and may not be used or relied upon in connection with any offer or sale of securities. An offer or solicitation can be made only through the delivery of final offering document(s) and purchase agreement(s), and will be subject to the terms and conditions and risks delivered in such documents. Any securities offered are offered through Caplight Markets LLC, member FINRA/SIPC.