About Vested
Vested is a Financial Services company based in Boston (United States) founded in 2017 by Matt Venables and Tom Hennessey. Asset-backed loans are facilitated online using shares as collateral. It operates on a FinTech and Brokerage / Intermediation model. Vested has raised $4.2 million across 2 funding rounds from investors including Underscore VC and Boston Seed Capital. The company has 60 employees. Its website vested.co draws about 16 thousand monthly visits. Vested offers products and services including Stock Option Funding and Equity Dashboard. Its focus areas include Financials and Investment Services. Its legal entity is Vested, Inc. Its competitors include Secfi and Collective Liquidity; 2 of its 2 listed competitors have raised funding.
Company details
Funding solutions are offered by Vested to startup employees for exercising stock options. The company operates in the financial services sector, focusing on equity compensation. Transparent and fast funding proposals are built with no out-of-pocket costs for users. Tools like the Equity Dashboard are also provided to help monitor equity. Partnerships with platforms like Carta are utilized to streamline the process.
- Total Equity Funding$4.2M (USD)
in 2 rounds
- Latest Funding Round$3M (USD), Seed
Jun 2025
- InvestorsUnderscore VC
& 1 more
- Employee Count60
Products & Services of Vested
Vested offers a comprehensive portfolio of products and services, including Stock Option Funding and Equity Dashboard.
Funding is provided for exercising startup stock options.
A tool is offered to monitor equity compensation.
Funding Insights of Vested
Vested has successfully raised a total of $4.2M across 2 strategic funding rounds. The most recent funding activity was a Seed round of $3 million completed in June 2025. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $4.2M
- Total Rounds 2
- Last Round Seed — $3M
- First Round $1.2M
(Sep 2019)
- Investors Count 2
All 2 funding rounds of Vested with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2025 | $3M | Seed | – | – | – |
| Sep 2019 | $1.2M | Seed | – | Underscore VC, Boston Seed Capital | – |
2 investors in total: 2 institutional.
Investors in Vested
Vested has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Underscore VC and Boston Seed Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Seed & early stage tech-focused venture capital firm investing in geographies such as the US | underscore.vc | Boston, United States | ||
US seed-stage tech startups are funded by Boston Seed Capital. | bostonseed.com | Boston, United States |
Investor details for Vested
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Vested
22 people are tracked at Vested (15 in leadership, 7 in team); the tracked headcount is 60.
| Name | Role | Group |
|---|---|---|
Matt Venables | Co-Founder | Leadership |
Tom Hennessey | Co-Founder | Leadership |
Bobby Klein | Senior Director of Deal Operations | Leadership |
Chad Butler | Head of Brokerage | Leadership |
Bree Morris | Director Of Employee Equity Solutions | Leadership |
Dave Thornton | Co-Founder & Chief Customer Officer | Leadership |
Duncan O'Brien | Head of Product | Leadership |
Faith Ward | Director Of Employee Equity Solutions | Leadership |
Joanna Finn | Vp, Employee Equity Solutions | Leadership |
Ling Zhong | Chief Marketing Officer | Leadership |
Kimbra Sommers | Director Of Employee Equity Solutions | Leadership |
Thomas Linton | Director Of Employee Equity Solutions | Leadership |
Leah Walker | Director, Equity Access | Leadership |
Carla Werner | Director Of Employee Equity Solutions | Leadership |
Glenn Singleton | Director Of Employee Equity Solutions | Leadership |
Alesha Rani | Svp, Equity Access | Team |
Alondra Burns | Equity Access Senior Associate | Team |
Jacqueline Ludwig | Senior Associate, Employee Equity Solutions | Team |
Vincent Carroll | Employee Equity Solutions Associate | Team |
Ralph Pahlmeyer | Blockchain Strategy | Team |
2 more people are available in the full profile.
Complete people profiles for Vested
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Vested
3 dated milestones of Vested across 8 years, from founding to its latest funding, stage changes and deals.
- Founded Vested is founded.
- Funding First funding round of $1.2M.
- Funding Latest funding round, Seed, of $3.0M.
Competitors of Vested
Vested has 2 listed competitors in our database, 2 of them funded. They include Secfi and Collective Liquidity.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| secfi.com | 2017 | San Francisco, United States | $7M | Financial advisory and financing for stock options exercise are offered. | ||
| collectiveliquidity.com | 2021 | New York, United States | $12M | Liquidity solutions for wealth managers are delivered via technology platform. |
Detailed competitors of Vested
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Vested
The website of Vested (vested.co) receives about 16.3K visits a month.
- Monthly visits16.3K
▲ 78.3% vs previous month
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Vested (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Frequently Asked Questions about Vested
Vested was founded in 2017 and raised its 1st funding round 2 years after it was founded.
Vested is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
Vested is a funded company, having raised a total of $4.2M across 2 funding rounds to date. The company's 1st funding round was a Seed of $1.2M, raised on Sep 2019.
Vested has 60 employees.
Funding solutions are offered by Vested to startup employees for exercising stock options. The company operates in the financial services sector, focusing on equity compensation. Transparent and fast funding proposals are built with no out-of-pocket costs for users. Tools like the Equity Dashboard are also provided to help monitor equity. Partnerships with platforms like Carta are utilized to streamline the process.
Vested's top competitors include Secfi and Collective Liquidity.
Vested offers Stock Option Funding and Equity Dashboard.
Vested has 2 investors. Key investors include Underscore VC, and Boston Seed Capital.
Vested operates through Vested, Inc..