Vested Finance
Vested Finance is a cross-border investment platform that helps Indian investors buy US stocks, ETFs and global funds. It has raised $16M in Series A funding and employs 106 people.
The growth story
Vested Finance grew from 96 to 106 employees between 2023 and 2026, raising $16M along the way, most recently a Series A in April 2022.
About
Vested provides Indian retail investors with access to US securities markets through a regulated platform. The company offers stocks, ETFs, and managed portfolios with an emphasis on compliance and investor education, operating as an SEC and FINRA-registered entity.
The company was founded in 2018 and is based in Berkeley, California. It has grown to 106 employees and secured $16M in Series A funding in April 2022 from investors including 100Unicorns and several individual backers.
Founders and leadership
Customer success and support is the largest function with 11 employees. The leadership team includes founders with financial services backgrounds, though specific roles are not detailed in the data.
The Vested Finance org chart
Viram Shah (Founder and CEO) leads 29 mapped leaders with 17 direct reports. Click +N to expand a team; names link to the person’s public profile.
Departments, and which ones grew
Headcount by function: Customer Success and Support 15 (+15% YoY), Engineering 15 (0% YoY), Business Development 11 (+22% YoY), Entrepreneurship 10 (0% YoY), Marketing 9 (+50% YoY), Operations 7 (+75% YoY).
Talent flow
Vested recruits heavily from Indian financial institutions like Tata Consultancy Services and Kotak Mahindra Bank, with 4 hires each. Alumni frequently move to other fintech firms like Wedbush and Qapital.
Most common previous employers of Vested Finance staff: Tata Consultancy Services (4), Kotak Mahindra Bank (4), Goldman Sachs (3), Amazon (3), J.P. Morgan (2), Finology Ventures Pvt. (2). Former Vested Finance employees most often moved to Wedbush (4), Qapital (3), EY (2), Believe (2), Zero Social (1), Mal (1).
Alumni worth knowing
The Vested Finance mafia
Vested alumni have founded at least 3 companies, including Vayu Capital (8 employees) and Nextworks (3 employees).
3Shashank Udupa, was Angel Investor until 2025Yatin Agarwal, was Software Engineer until 2019Mohit G., was Angel Investor until 2020Web traffic
Traffic mix: 51% direct, 10% search, 9% social, 8% paid.
What this company is made of
Most common skills at Vested Finance: Microsoft Office (36), Management (31), Microsoft Excel (30), Leadership (27), Communication (26), Microsoft PowerPoint (22), Analytical Skills (21), Team Management (21).
Where the team actually sits
Vested Finance people are concentrated in Maharashtra, India (28), Karnataka, India (12), Haryana, India (5), Delhi, India (4).
Search footprint
Vested Finance attracts about 110,600 organic search visits a month, traffic worth roughly $300K a month if bought through ads. It gained 11,276 ranking keywords and lost 8,624 in the last period.
Frequently asked
Vested Finance has 106 employees as of September 2026.
Vested Finance has raised $16M in total, most recently a Series A round in April 2022.
Vested Finance was founded in 2018 by Viram Shah, Eric Huynh.
Viram Shah (Founder and CEO) sits at the top of Vested Finance's reporting structure, with 17 direct reports.
The most common previous employers of current Vested Finance staff are Tata Consultancy Services (4 people), Kotak Mahindra Bank (4 people), Goldman Sachs (3 people).
Former Vested Finance employees most often move to Wedbush (4), Qapital (3), EY (2).
At least 3 companies have a founder who previously worked at Vested Finance, including Vayu Capital, Nextworks, Grow1000x® Club.
Vested Finance attracts about 110,600 organic search visits a month, worth roughly $300K a month in equivalent ad spend.
The most common skills among Vested Finance staff are Microsoft Office, Management, Microsoft Excel, Leadership, Communication.
Vested Finance staff are concentrated in Maharashtra, India (28), Karnataka, India (12), Haryana, India (5).
Vested Finance has about 15 people in Customer Success and Support, up 15% over the past year, as of September 2026.
Vested Finance has about 15 people in Engineering, up 0% over the past year, as of September 2026.
Computed from 68 current and 62 former Vested Finance profiles, as of September 2026. Source: Crustdata.
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