Vested

Vested is a global communications agency specialising in the financial services industry. It combines deep financial expertise with creativity to deliver impactful, integrated campaigns for prominent finance and fintech brands. The company offers a range of services including public relations, executive communications, creative services, digital marketing, and content creation.

Eric Hazard

CEO and Managing Director

Binna Kim

Co-Founder and CEO

6 past transactions

Red Lab Technologies

Acquisition in 2021
Red Lab Technologies is a digital marketing and development firm that specializes in providing web design and development services, as well as comprehensive digital marketing solutions. The company primarily serves clients in the healthcare and finance sectors, offering expertise in search engine optimization, marketing campaign creation, paid social advertising, and marketing automation. By focusing on lead generation and targeted advertising, Red Lab Technologies enables businesses to effectively reach their customers and develop advertising profiles tailored to specific interests, demographics, and behaviors. This approach allows clients to enhance their online presence and optimize their marketing efforts for better engagement and results.

Qwoted

Seed Round in 2021
Qwoted LLC is a New York-based company that has developed a platform designed to enhance the collaboration between journalists and subject matter experts. This free platform allows journalists to connect with both experts and public relations representatives while crafting their stories. Users can pose questions, review pitches, and manage conversations within a private network, streamlining the process of sourcing information. Qwoted also offers features that help journalists build a portfolio of their work, understand their audience, and measure the impact of their articles. In addition, public relations professionals and self-representing sources can effectively reach out to reporters through an in-app messaging feature, facilitating better communication and improving the overall quality of media coverage.

Scribe

Acquisition in 2020
Scribe create specialized, compelling SEO-optimized content for websites, marketing copy, products, services, blogs.

UNest

Seed Round in 2019
UNest is a financial technology company based in North Hollywood, California, founded by Ksenia Yudina in 2018. The company specializes in providing an accessible digital investing platform aimed at helping families build a secure financial future for their children. UNest allows parents to open a UTMA account quickly and easily through its app, with no paperwork required. The platform offers advisor-guided investment plans, a simple gifting feature, and the ability to set up recurring contributions. Additionally, users can earn rewards through UNest Rewards.

Dojo

Seed Round in 2018
Dojo Technology Corporation is a Vancouver-based company that has developed a money management application aimed at enhancing financial literacy among children. Founded in 2016, the application serves as a tool for families to teach kids about managing money in the digital economy. It allows children to track their spending, set savings goals, and engage with financial institutions through an integrated platform that connects with banks' and credit unions' existing infrastructure. By providing a gamified experience, the app enables kids to transition from cash to electronic transactions, facilitating practical hands-on learning. Parents benefit from the app as well, gaining the ability to oversee family finances, including allowances and chores, directly from their mobile devices, while ensuring transparency in their children's spending habits. Dojo addresses the financial literacy crisis by fostering collaboration among families, children, and financial institutions, thus equipping the next generation with essential money management skills.

Templars Communications

Acquisition in 2018
Templars Communications Limited is a London-based consultancy established in 2009 that specializes in financial public relations and communications. The company provides strategic public relations services tailored for a diverse clientele in the financial sector, including investment houses, pension providers, listed companies, custodians of wealth, reporting specialists, and alternative finance providers. Templars Communications focuses on delivering cost-effective, high-quality services designed to enhance the visibility and reputation of its clients, ultimately aiming to generate a return on investment through effective communication strategies. In 2018, Templars Communications became a subsidiary of Vested.
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