Vestory, LLC is a financial technology and asset management firm that provides personalized investment solutions. As a U.S. Securities and Exchange Commission (SEC) Registered Investment Advisor (RIA), the company specializes in direct indexing, a strategy that allows for the creation of customized portfolios that can track an index while offering advantages like tax-loss harvesting and values-based investing (ESG). Their mission is to make institutional-quality portfolio customization, previously available only to the ultra-wealthy, accessible to a broader range of investors and financial advisors.

Founded in

United States