Vested targets startup employees seeking liquidity and guidance on equity compensation, positioning itself as an accessible alternative to traditional financial advisory. The company competes in the equity financing and wealth-tech space, though it operates at a smaller scale than larger competitors like SecFi.
Cyborg Score Rationale
Vested has a clear market opportunity in startup equity financing but limited public traction metrics and modest funding ($4.2M total raised). The business model addresses real employee needs, but market penetration remains unclear given sparse public information.
Top Insights
Founded in 2019, Vested has raised $4.2M in total funding from investors including Boston Seed Capital, Underscore VC, and Echelon, with the most recent raise occurring approximately 10 months prior to July 2026.
The company specializes in stock option financing and employee equity education, directly competing with SecFi and other wealth-tech platforms serving tech workers and startup employees.
Vested operates as a regulated entity with SEC filings and FINRA oversight, indicating compliance-heavy operations typical of financial services, which may limit growth velocity but provides regulatory moat.
Named Competitors
SecFi — Equity planning and stock option financing for tech employees and founders
EquityBee — Startup equity funding platform
Recent Developments
(September 2025) Form ADV update filed with SEC indicating active regulatory status and operations in financial advisory
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