vestr logo — The engine behind active management.
Investment Management S...

vestr

The engine behind active management. Investment Management Software. Portfolio Management Software. Order Management

Founded 2017 Switzerland Zug, Switzerland 28 employees Series Unknown Total: $10.00M Finance, Financial Services +1

General Information

Company Name vestr
Founded Year 2017
Location Switzerland Zug, Switzerland +3
Employees 28
Industries Finance, Financial Services, SaaS
Funding Stage Series Unknown
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About vestr

vestr, established in 2017, is a promising Swiss fintech company positioned at the intersection of Finance, Financial Services, and SaaS. Known for being "The engine behind active management," vestr has developed a cutting-edge cloud-based SaaS platform targeted at issuers of investment products. This platform simplifies the creation, management, and monitoring of such products while integrating seamlessly with existing bank infrastructures via a powerful API.

With nearly 40 experts, vestr focuses on automating complex, labor-intensive tasks, which significantly reduces operational costs and risks. The platform boasts a remarkable 30x efficiency increase by eliminating inefficiencies and compliance risks often seen in investment banks. This allows financial institutions to allocate resources towards strategic initiatives and client engagement.

Backed by notable investors like Elevator Ventures, SIX Fintech Ventures, EquityPitcher Ventures, and Zürcher Kantonal Bank, vestr secured a Fr.10.00M investment in their latest venture round on October 19, 2022. The funds position vestr to expand its product offerings beyond Actively Managed Certificates (AMCs) to include Exchange Traded Products (ETPs), Exchange Traded Notes (ETNs), Total Return Swaps (TRSs), Separately Managed Accounts (SMAs), and Structured Notes. Positioned in Switzerland, the global hub of innovation, vestr stands as a pivotal player in transforming active investment management.

Taxonomy: Investment Management Software, Portfolio Management Software, Order Management, Active Investment Management, Cloud-based Platform, Investment Product Issuers, Financial Technology, API Integration, Operational Efficiency, Compliance Automation, Asset Management Technology, Structured Investment Products

Services & Products

Lifecycle Management of Investment Products
Digital Platforms for Investment Workflows
Continuous Compliance and Audit Trails
Customizable Reporting Solutions
Automated Fee and NAV Calculations
Portfolio Management Tools

Target Customers

Bank Issuers SPV Issuers Asset Managers Service Providers Financial Institutions

Funding Rounds & Investors (6)

View All
Funding Stage Amount Investors Lead Investors Date
Venture Round •••••• 4
Investor Investor Investor
•••• ••••
19 Oct 2022
Seed Round •••••• 4
Investor Investor
•••• ••••
20 Jul 2020
Pre Seed Round •••••• 1
Investor
12 Nov 2018
Venture Round •••••• - 01 May 2018
Grant •••••• 1
Investor
03 Oct 2017

View All 6 Funding Rounds

FAQ About vestr

The engine behind active management. Investment Management Software. Portfolio Management Software. Order Management
vestr was founded in 2017.
vestr is headquartered in Zug, Switzerland.
vestr operates in the following industries: Finance, Financial Services, SaaS.
vestr has approximately 28 employees.
vestr has completed 6 funding rounds, raising a total of $10.00M. The latest funding stage is Series Unknown.
vestr offers: Lifecycle Management of Investment Products, Digital Platforms for Investment Workflows, Continuous Compliance and Audit Trails, Customizable Reporting Solutions, Automated Fee and NAV Calculations, Portfolio Management Tools.

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