Manage 50 client ESOPs without opening a single spreadsheet.
Scale your practice effortlessly. Vest gives fractional CFOs a single command center. Know your clients are audit-ready, run automated expensing in minutes, and handle trustee reconciliation across your entire portfolio.
Scale Your FirmThe Difference
The Old Way
15 client portals, 15 logins.
Switching between different equity platforms for each client creates massive friction and no unified workflow.
50 fragile Excel trackers.
Each client's equity data lives in a different spreadsheet. One wrong formula and the numbers cascade into chaos.
Scaling creates bottlenecks.
Every new client means more manual work. Your team cannot grow the practice without growing headcount.
The Vest Way
Expensing in minutes, not hours.
Generate quarterly ASC 718 reports for all your clients rapidly with built-in Black-Scholes and auditable market data.
One hub for your entire portfolio.
The Super Company Admin role lets you oversee all clients from a single secure dashboard. You always know they are audit-ready.
Scale without adding headcount.
Vest handles the data organization and reconciliation so your team can focus on high-level advisory, not data entry.
How It Works
Chaos in. Verified database out.
Vest reads your equity documents, automatically reconciles them and creates your Source of Truth.
Common Questions
Answered.
Can I invite clients to view their own dashboard under my firm's account?
Is there agency pricing available?
Does Vest help with Israeli tax reporting for our clients?
How does the multi-client dashboard work?
How much does it cost?
Can I try it before committing?
The Facts
Why We Built Vest
“We built Vest because we bled through the same chaos. Scattered cap tables and messy ESOP during due diligence in which a simple Clerical Error led to a $50,000 personal penalty. We are executives who built the exact tool we desperately needed.”
Founders of Vest