# Vested Finance

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/vested-finance

- Industry: Financial Services
- Headquarters: Austin, US
- Website: www.vestedfinance.com
- Total disclosed funding: $5M
- Latest round: Seed (May 12, 2015)
- Investors on record: 1

## About

Vested Finance is a platform facilitating international investments for non-resident Indians (NRIs) in U.S. stocks and ETFs, simplifying cross-border investment processes and enhancing portfolio diversification.Founded in 2015 in Austin, US, Vested Finance specializes in providing an investment platform tailored for NRIs. The firm was co-founded by Darwin Arifin, Eric Huynh, and is currently led by CEO Viram Shah. The company raised USD 5 million in Seed funding on May 12, 2015, led by Sandleigh Ventures, marking its initial venture into the investment market.Vested Finance, Inc. offers a comprehensive platform designed for non-resident Indians (NRIs) seeking to invest in U.S. stocks and exchange-traded funds (ETFs). The core product is the investment platform that grants access to over 10,000 U.S. stocks and ETFs, allowing users to diversify their portfolios internationally while navigating the complexities of cross-border investments. This service is complemented by the ability to invest in global mutual funds, curated corporate, gold, and government bonds, and RBI-regulated peer-to-peer lending platforms. The platform targets a diverse clientele, primarily NRIs and individuals residing outside India who are interested in accessing U.S. financial markets. Vested's services are operational in multiple international markets, providing a seamless investment experience that empowers users to manage their portfolios effectively, regardless of their geographical location.Vested Finance generates revenue through transaction fees associated with the trading of U.S. stocks and ETFs, as well as through subscriptions for premium features on their investment platform. Clients engage in transactions by purchasing shares of stock or ETFs directly through the platform, with revenue realized from the commissions charged on these trades. Additionally, users can opt for recurring investments via systematic investment plans (SIPs), contributing to a steady revenue stream. The pricing structure includes transaction fees based on the amount invested, allowing for a scalable model where higher investment amounts correspond to different fee tiers. The company's flagship offerings, primarily related to U.S. stocks and ETFs, are integral to its revenue model, enabling users to engage actively in the global investment landscape.Vested Finance plans to leverage its recent Seed funding of USD 5 million, raised on May 12, 2015, to enhance its platform features and broaden its market reach. The company aims to introduce new investment products targeted at NRIs and expand its operations into additional international markets within the next few years. Specific timelines for these initiatives have yet to be disclosed, but the focus remains on facilitating easier access to U.S. financial markets for a wider audience.

## Funding rounds

- Seed, May 12, 2015, $5M — Sandleigh Ventures

## Investors

- Sandleigh Ventures (https://capitalatlas.ai/funds/sandleigh-ventures) — Seed