Vested Finance operates an online platform that enables Indian retail investors to access US equities and ETFs. The product includes instant account opening, curated “Vests” portfolios, localized tax-filing reports and educational content on US markets. Led by co-founder and CEO Viram Shah, the platform is designed to simplify cross-border investing for Indian customers. The company processed more than $250 million in transactions in 2021 and tripled deposits on the platform that year. Its global team is distributed across India, the USA and Canada. Vested plans to use the Series A proceeds to expand operations and broaden its business reach. Vested Finance provides an online platform that allows Indian investors to invest in U.S. stocks and ETFs in minutes, or select from curated portfolios called “Vests.” The platform partners with more than 25 brokers, fintech, and wealth firms in India, including Axis Securities, Kuvera, Angel Broking and 5Paisa, and is powered by DriveWealth’s digital trading technology. Led by CEO and co-founder Viram Shah, the company processed more than $100 million in trades in 2020. Vested has offices in Silicon Valley and Mumbai and is a graduate of the 2020 Techstars & Western Union accelerator. The company plans to use new funding to accelerate product development and hire talent across the U.S. and India. Vested Finance operates an easy-to-use online investment platform that gives Indian investors access to the U.S. stock market. The product charges zero commissions and assists users with remittances and tax tracking to simplify cross-border investing. The platform was conceptualized with the objective of sustainable wealth creation and to help Indian investors diversify their portfolios globally. Vested has offices in both the USA and India, and India is the first market it launched in. The company was founded by Viram Shah, Darwin Arifin and Eric Huynh; the founders bring experience from J.P. Morgan and Intel. Venture Catalysts has invested in Vested and provided mentorship, resources and connections to support its product and team growth.

Total raised

$16M

Funding rounds

3

Latest round

Series A

Latest activity

Apr 2022