Vested

Vested Finance operates an online investment platform that gives investors in India access to global assets, primarily in the United States. Its product set spans US stocks and ETFs (more than 10,000 instruments listed on the NYSE and NASDAQ, available whole or fractional from $0.01, with account minimums from $1), global funds (300-350+ funds from managers including BlackRock, Fidelity, JPMorgan and Franklin Templeton across 50+ countries, from $50), managed thematic portfolios built by an in-house research team covering themes such as AI, defense and clean energy (from $100, priced on an AUM basis), and private-market allocations in late-stage private companies such as OpenAI, SpaceX and Stripe with minimums from $10,000.

The service is delivered through two US entities: VF Securities, Inc., a FINRA member broker-dealer that offers US stocks, ETFs and global funds, and Vested Finance, Inc., which offers managed portfolios and private markets. The platform cites SEC-registered adviser status, FINRA membership, SIPC protection up to $500,000 (including $250,000 for cash), and authorisation as a Global Access Provider and broker-dealer at GIFT City under India's IFSCA. Onboarding is fully digital, with KYC stated to take under five minutes, no account opening fee, and INR-USD funding from Indian bank accounts including partner banks such as HDFC Bank and Axis Bank, as well as funding via ESOP/RSU proceeds. Additional features described include localized tax filing reports, curated portfolios ("Vests"), watchlists and tax harvesting.

The company was headquartered in California at the time of its 2022 Series A, with a team distributed across India, the USA and Canada. A separate NRI-focused offering is signposted from the main site.

Business model

Vested distributes global investment products to retail investors in India through its own digital platform, operating through a US broker-dealer (VF Securities, Inc.) and an advisory/product entity (Vested Finance, Inc.). It has also distributed through partners, with tie-ups reported with over 35 brokers, fintechs and wealth management firms in India including Axis Securities, Kuvera, Angel Broking and 5Paisa.

The platform is described as zero-commission for US stock investing with no account opening fee and no entry or exit load on global funds; managed portfolios are charged on a simple AUM-based pricing model.

Traction

The company reported processing more than $250 million in transactions during 2021 and tripling platform deposits in that year. Platform figures stated as of June 2026 include over Rs 10,000 crore in assets under administration, over Rs 40,000 crore in trading volume, more than 400,000 Indian investors and an average portfolio value above Rs 800,000.

Latest developments

The platform now offers private-market access to late-stage companies such as OpenAI, SpaceX and Stripe from $10,000 minimums, 300-350+ global funds from managers including BlackRock, Fidelity and JPMorgan from $50, and 20+ curated managed portfolios. It lists authorisation as a Global Access Provider and broker-dealer at GIFT City under IFSCA alongside its SEC and FINRA registrations.