Vest Financial LLC

About Vest Financial LLC

Vest is a leading defined outcome asset manager focused on bringing certainty to investment outcomes through Target Outcome Investments. Founded in 2012, Vest aims to help investors define both risks and returns with innovative, options-based products. With over $51 billion in assets under management and supervision as of June 30, 2025, Vest has a singular investment philosophy of targeting specific outcomes.

Products & Services

ETFs:Exchange-traded funds (ETFs) offering access to Target Outcome Strategies, including Target Buffer, Target Income, Target 2-Year Rate, and Target 10-Year Rate.

Insurance Funds:Funds providing buffer strategies (Target 10% Buffer and Target 20% Buffer) available in insurance and annuity products.

Mutual Funds:Funds offering a range of Target Outcome Strategies, including Target Bitcoin Volatility, Target 10% Buffer, Target 20% Buffer, and Target Income (S&P 500 Dividend Aristocrats).

Retirement Funds:Funds for 401(k) and other qualified retirement plans with buffer strategies like Target 10% Buffer, Target 20% Buffer, Target Conservative 20 Buffer, and Target Moderate 20 Buffer.

Unit Investment Trusts (UITs):Sub-advised trusts providing access to Target Outcome Strategies.

Specialties

Defined Outcome Investing Target Outcome Strategies Buffer Strategies Target Income Strategies Target Growth Strategies Risk Management Options-Based Products Bitcoin Volatility Management Interest Rate Hedging

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Funding Round T: - FT: N/A	A: 50000000000 MR: - FA: $50 billion FAN: 50000000000	D: 2025-07-17 FD: 2025-07-17	1 investors

Funding Round Latest

2025-07-17

$50.0B

1 investor (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

K

Karan Sood

CEO

J

Jeff Chang

President

J

Jeremy Sperlazza

Chief Compliance Officer, Chief Legal Officer

N

Nate Jencks

Chief Financial Officer

T

Trevor Lack

Managing Director, Portfolio Management

C

Christopher Lee

Managing Director, Head of Product Management

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