# Vested

Vested is a Private Equity based in Weston, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Weston, United States
- **Region:** North America
- **Address:** Weston, FL, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** vested.co
- **LinkedIn:** https://www.linkedin.com/company/vested-inc

## Regulatory record

- **CRD number:** 305863
- **SEC file number:** 802-121418
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305863

## About

Vested provides startup employees with funding to exercise their stock options. It sends cash to cover exercise costs, estimated taxes, and fees in exchange for a portion of the exercised shares, with no out-of-pocket expense. Vested also offers liquidity pathways for already-owned shares and valuation tools such as the Vestimate.

## Sectors

- Enterprise Software
- FinTech
- Digital Health
- AI/ML

## People

- Daniel Simon — founder

## Questions

### Who makes investment decisions at Vested?

Daniel Simon, the founder, leads investment decisions at Vested. The firm operates with a concentrated, founder-led structure, and Simon's involvement is central to both sourcing and capital allocation. Vested has not disclosed additional senior investment professionals or an investment committee structure.

### What investment stages does Vested typically target?

Vested targets early-stage through late-stage growth rounds, including seed, Series A, and expansion-stage investments. The firm's disclosed strategy includes both startup and growth-stage opportunities, with capital deployed across a company's lifecycle when Vested has initial early involvement.

### Which sectors does Vested explicitly prioritize?

Vested focuses on enterprise software, fintech, digital health, and artificial intelligence. The firm seeks technology-enabled business models and avoids sectors outside its core expertise. There is no public record of the firm investing in hard-asset, industrial, or consumer-packaged-goods categories.

### Where does Vested invest geographically?

Vested's disclosed investment focus is North America, with a concentration on United States-based technology companies. The firm is based in Weston, Florida, and draws its deal flow primarily from domestic startup ecosystems.

## Related profiles

- [Vestech Partners](https://altss.com/profile/vestech-partners)
- [Vested Ventures](https://altss.com/profile/vested-ventures)

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Last updated: 2026-08-11T15:08:32.892Z

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