Fintech payments

Vest

Website
Founded 2012Origin source ↗Checked 2026-09-15

Overview

Vest, on a mission to bring wider access to financial derivatives, manages investment products worth $75+ billion (as of 9/30/26). Backed by private equity, the firm has a strategic partnership with Cboe Global Markets, Inc. (NASDAQ: CBOE), and First Trust, a global asset manager.

Vest created Target Outcome Investments in 2013, which target a defined return profile, with an allowance for a specific level of risk, at a particular point in time. Today, Target Outcome Investments are available as mutual funds, exchange-traded funds (ETFs), unit investment trusts (UITs), collective investment trusts (CITs), and customizable managed accounts / sub-advisory services.

The firm was launched and backed by preeminent venture firms such as Y-Combinator (Airbnb, Reddit, Dropbox), First Round Capital (Uber, Mint, Square) and Payment Ventures (MicroVentures, CardFlight).

See more at https://www.vestfin.com.

Company description As recorded 2026-11-08
LinkedIn About
Fintech paymentsBusinesses & consumersServices

Founders & team

Previously Vest

Company history As recorded 2026-11-08

Jeff Chang

Founder/President

Jeff Chang has over 25 years of experience in financial services and asset management, and is responsible for driving product strategy, research and positioning of the firm's product offerings across all distribution and marketing channels. Prior to co-founding Vest in 2012, Jeff worked at ProShares, and FBR & Co. Jeff is a CFA charterholder. He has also held CPA and CFE certifications. Jeff attended the United States Naval Academy and the McDonough School of Business at Georgetown University.

LinkedIn X
Founder profile As recorded 2026-09-15
65team members reported
Source-reported As recorded 2026-09-15

Founded 2012 · Source

News & product activity

Sources & observations

Y Combinator

Profile depthverified profile
Website observationwebsite reachable
Last website check2026-11-11
Location · source statedMcLean, VA, USA; Remote
Pricing evidenceNo pricing page confirmed
Maturity: Not assessed · 3 of 6 areas documented

Source-based assessment · automated evidence rules

The source reports an inactive or acquired company; current product identity needs review.

Maturity is an evidence-based assessment, not a success rating. It may understate the current stage where evidence is limited. Coverage records documented areas, not a complete or independently audited company history.

Stage definitions
independent websitesource corroborationreachable websitedescriptive evidenceclassified market and modelsourced peoplesourced founding year
startup.observe Directory coverage · Sources & method