vestr offers an easy-to-integrate, white-labeled SaaS platform that digitizes the life-cycle management of actively managed investment products for issuers and asset managers. Its tunable software engine handles portfolio rebalancing, investor reporting, and audit trails so clients can focus on core competencies and deliver bespoke user experiences. Founded in 2017 and based in Switzerland with offices across Europe and Singapore, vestr has become a trusted technology partner for international and regional banks and special-purpose vehicle providers in five years. Almost a thousand professional asset managers use the platform daily, and the company reports triple-digit annual growth. The firm positions itself as a market standard in active investment management and is recognized by organizations including Innosuisse, F10, Venturelab, the Singapore Fintech Association, and others. Management says the new financing provides firepower to continue rapid growth while keeping equity dilution manageable. Vestr offers an independent software engine that digitizes the value chain for Actively Managed Certificates (AMCs), allowing issuers to scale their AMC business. The platform is designed to let issuers focus on core competencies while providing a fast, flexible and cost-efficient alternative to traditional investment funds for discretionary managers. Vestr's platform is already used by hundreds of professional asset managers and has early adopters such as Bank Julius Baer. The company recently closed an oversubscribed Series A led by SIX Group, with Zürcher Kantonalbank, EquityPitcher and the European Angels Fund (a sub-fund of the EIF) among participants. Vestr plans to use the funding to augment the platform, onboard additional issuers, and to establish itself as the de-facto market standard for AMC issuers.

Total raised

$10M

Funding rounds

2

Latest round

Equity

Latest activity

Oct 2022