# Vestorly

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/vestorly

- Industry: Software
- Headquarters: New York, US
- Website: www.vestorly.com
- Total disclosed funding: $6.1M
- Latest round: Series A (Jan 27, 2016)
- Investors on record: 4

## About

Vestorly, Inc. is a content distribution platform that enhances digital marketing efforts for financial services firms, allowing them to curate and share relevant industry content effectively to boost client engagement.Founded in 2012 and headquartered in New York, US, Vestorly, Inc. specializes in providing a content distribution solution for financial services. The company has engaged in a total of 4 deals, with its most recent deal occurring on July 27, 2022. Vestorly was acquired by FMG Suite, LLC, a portfolio company of Aurora Capital Partners, from Sigma Prime Ventures and Richmond Global Ventures, although financial terms of the acquisition were not disclosed. Justin Wisz serves as the CEO and was actively involved in the company's leadership.Vestorly primarily offers a content distribution platform designed to enhance digital marketing efforts for financial services firms. The platform enables clients to curate, manage, and disseminate relevant industry content to their audience, thereby improving engagement and establishing thought leadership. Vestorly's solution addresses the specific needs of financial advisors, wealth management firms, and investment companies by providing tools that facilitate personalized communication and automate content sharing. Since its inception, the service has been utilized to streamline client communications and enhance brand visibility, catering specifically to markets in North America and Europe. By focusing on the financial sector, Vestorly serves a diverse clientele, including individual financial advisors, large investment firms, and corporate financial institutions, effectively positioning itself as a key player in digital content marketing within the industry.Vestorly generates revenue through a subscription-based model, where clients pay for access to the platform and its suite of tools tailored for content marketing. Transactions occur primarily on a monthly or annual basis, allowing firms to select plans that best fit their operational scale and marketing needs. This pricing structure accommodates various tiers of service, often correlating to the number of users or the volume of content managed. Key products in their offering include flagship features such as content automation and analytics dashboards, which provide clients with insights into engagement metrics. This structured approach aligns Vestorly with B2B transactions, as firms leverage the platform to enhance their outreach strategies to end clients in a competitive financial landscape.After the acquisition on July 27, 2022, Vestorly plans to enhance its artificial intelligence capabilities, allowing FMG Suite, LLC to provide more marketing opportunities for financial professionals. The acquisition aims to support the development of new products that will improve the platform's offerings and expand into new geographic markets. Specific targeted regions for this expansion have not been disclosed, but the focus will remain within the financial services industry.

## Funding rounds

- Series A, Jan 27, 2016, $4.1M — Sigma Prime Ventures
- Seed, Oct 23, 2014, $2M — Formation8, Gaspar Global Ventures, AlphaPrime Ventures

## Investors

- Formation8 (https://capitalatlas.ai/funds/formation8) — Seed
- Gaspar Global Ventures (https://capitalatlas.ai/funds/gaspar-global-ventures) — Seed
- AlphaPrime Ventures (https://capitalatlas.ai/funds/alphaprime-ventures) — Seed
- Sigma Prime Ventures (https://capitalatlas.ai/funds/sigma-prime-ventures) — Series A