The equity tools on this website are for illustrative purposes only and are not necessarily indicative of future results. No representation is made that results that are similar to those shown can be achieved. Any screenshots or images of these tools contain hypothetical outputs and do not reflect any specific circumstances or anticipated results. See additional disclosures below for more information. Check the background of Vested Securities, LLC on
FINRA's BrokerCheck and see the firm's Customer Relationship Summary
here.
By using this website, you understand the information being presented is provided for informational and educational purposes only and agree to our
Terms of Use and
Privacy Policy. Vested, Inc. (together with its affiliates, “Vested”) relies on information from various sources believed to be reliable, including users and third parties, but cannot guarantee the accuracy and completeness of that information.
Vested, Inc. is a technology company with an affiliate that is an adviser regulated by the U.S. Securities and Exchange Commission as an exempt reporting adviser. Vested, Inc. also provides free tools to help startup employees understand and make the most of their equity compensation. All company data, including but not limited to valuation, projections and common share price, are estimates derived using public data sets, without any endorsement or influence from the company, and should be used only for informational and educational purposes. These data should not be used as investment advice. The Equity Dashboard allows you to enter your option grant and monitor your equity. All these tools are for illustrative purposes only and do not constitute tax, investment, financial or any other actionable advice.
While Vested, Inc. is not a broker-dealer, its affiliated subsidiary, Vested Securities, LLC (“VSL”), is a registered broker-dealer and member
FINRA/
SIPC. Prepaid Forward Contracts (“PFCs”), when brokered, are done so by VSL between share- or option-holders and funds. VSL does not have a direct relationship with investors in the funds.
Nothing on this website should be construed as an offer, solicitation of an offer, or recommendation to buy, sell or hold any security. All investments involve risk, and the past performance of a security or financial product does not guarantee future results or returns. PFCs are highly speculative and are less liquid than publicly traded securities. You should consider these risks and your investment objectives carefully before investing or participating in any securities transaction. Vested does not provide legal, tax or financial planning advice.
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Clearbit. All company names, logos and brands that appear on this website are property of their respective owners. All company, product and service names and logos used in this website are for identification and informational purposes only. Use of these names, logos and brands does not imply endorsement.
Form CRS —
CIP Public Notice -
BCP Public Disclosure Statement
