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vestr

vestr

Private

Last Round

Series A

Oct 19, 2022

Total Funding Raised

$10.04M

Momentum

Top 5%

of companies Caplight tracks

Company Overview

vestr is a fintech company that provides a white-labelled software as a service (SaaS) platform for financial institutions to automate the lifecycle management of actively managed investment products.

Sector

FinTech

Verticals

Wealth Management, Vertical SaaS, RegTech, Compliance & Risk

Business Model

B2B

Customer Profile

Subscription SaaS, Usage-Based SaaS

AI Layer

Application

Keywords

actively managed certificatesAMCstructured productswealth management softwarefintech platformlifecycle managementinvestment platformregtechwhite-label platformportfolio managementissuance automationSaaSAPI integrationwealthtechdigital issuance

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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vestr Comparables

Compare vestr with similar companies based on industry and business-model similarity.

vestr comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
GenTwo AG
90%
Futora
84%
LexiFi
78%

vestr Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series AOct 19, 2022
Series AJul 17, 2020
SeedNov 12, 2018
GrantDec 6, 2017
AcceleratorOct 6, 2017

Key People

Founding team and executive leadership

Rico Blaser

Chief Executive Officer

Executive Team

Peter Cicman

Chief Technology Officer

Executive Team

vestr Investors

Notable investors and investment history

vestr investors
InvestorRounds
European Investment FundSeries A
EquityPitcher VenturesSeries A
Elevator VenturesSeries A
Raiffeisen Bank InternationalSeries A
Venture KickGrant, Accelerator
Zurcher KantonalbankSeries A
SIX Fintech VenturesSeries A, Seed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Aug 1, 2026

    Open roles increased to 29, 104% of headcount.

  • Jul 26, 2026

    Monthly visitors grew 34% MoM.

vestr Filings

Explore SEC and related filing metadata, where available.

vestr filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about vestr's valuation, stock price, and market status.

Is vestr a public or private company?

vestr is a private company.

What is the current stock price of vestr?

vestr is a private company with no public stock price. No recent secondary market data is available.

How much is vestr worth (valuation)?

Valuation information for vestr is not publicly available.

Can I buy vestr stock?

vestr shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was vestr's last funding round?

vestr's most recent funding round was Series A Extension on October 19, 2022.

Who are the main investors in vestr?

Key investors in vestr include Elevator Ventures, SIX Fintech Ventures.

Will vestr IPO soon?

No public IPO plans have been announced for vestr.

How can I track vestr secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor vestr's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersZug
Employee Range17
Year Founded2017
Last FundingOct 19, 2022

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