Vestrata launched earlier this week as a fintech offering integrated investment solutions to the wealth management and private banking sector. Its proprietary technology platform is designed to deliver a suite of discretionary, advisory, alternatives and ESG investment solutions through an integrated, scalable and modular architecture. The company says its services were developed in collaboration with leading asset managers, research houses and alternatives providers. Vestrata positions its platform to help wealth managers drive improved client engagement, control risk, and reduce cost while enabling advisors to engage their entire book of business. The leadership team includes eight former leaders from major wealth management institutions, bringing over 200 years of combined experience and senior hires from J.P. Morgan, UBS, HSBC and Barclays. Vestrata completed a US$4 million investment round to bring its proposition to market.

Total raised

$4M

Funding rounds

1

Latest round

Seed

Latest activity

Dec 2020