Cboe Vest

Finance · Virginia, United States · 11-50 Employees

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Overview

Headquarters

8350 Broad St Ste 240, Mc Lean, Virginia...

Phone Number

(855) 979-6060

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
2
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About Cboe Vest

Vest Financial LLC is a leading defined outcome asset manager that has been operating since 2012, managing over $40 billion in assets. The firm specializes in providing a range of investment products, including ETFs, mutual funds, and retirement funds, focusing on Target Outcome Strategies that balance downside protection with growth potential. Its flagship Buffer strategy sets the industry standard for defined outcome investing, offering targeted investment strategies such as Target Buffer, Target Growth, and Target Income. Vest aims to cater to a diverse client base, including individual investors, financial professionals, and retirement plans, by delivering customized investment solutions with defined risks and returns.Explore more
Cboe Vest's Social MediaPopular SearchesCboe Vest LLCCBOE VestCboe Vest Group IncCboe Vest Financial LLCThe Cboe Vest Group IncSIC Code 62,628NAICS Code 52,523Show more

Cboe Vest Org Chart

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Nate Jencks, Chief Financial Officer at Cboe Vest
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Chief Financial Officer

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JC
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President & Co-Founder

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Jeremy Sperlazza, Chief Legal Officer & Chief Compliance Officer at Cboe Vest
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Chief Legal Officer & Chief Compliance Office...

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Controller

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cboe Vest

<$5M
11-50
Private
-
2012
Nate Jencks, Chief Financial Officer at Cboe Vest
Nate JencksChief Financial Officer
<$5M
1-10
Private
-
2003
N/A
<$5M
1-10
Private
<$5M
2017
<$5M
11-50
Private
-
1986
Stefan Meierhofer, President & Chief Executive Officer at Telos Capital Management
Stefan MeierhoferPresident & CEO
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
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Company Profile Activity

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Low Activity

High Activity

Activity Insights

Cboe Vest is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cboe Vest is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cboe Vest.

Cboe Vest Tech Stack

A closer look at the technologies used by Cboe Vest

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Cboe Vest News & Media

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Frequently Asked Questions Regarding Cboe Vest

What is Cboe Vest's official website?
Cboe Vest's official website is www.cboevest.com
What is Cboe Vest's Revenue?
Cboe Vest's revenue is <$5 Million
What is Cboe Vest's SIC code?
Cboe Vest's SIC: 62,628
What is Cboe Vest's NAICS code?
Cboe Vest's NAICS: 52,523
How many employees does Cboe Vest have?
Cboe Vest has 11-50 employees
What industry does Cboe Vest belong to?
Cboe Vest is in the industry of: Finance, Securities Trading
What is Cboe Vest competition?
Cboe Vest top competitors include: Evanson Asset Management, Longhouse Investments, Montecito Capital Management Group, Eppolito Financial Strategies
What technology does Cboe Vest use?
Some of the popular technologies that Cboe Vest uses are: Heroku, MailChimp, DNSimple, Wistia
Who is the CFO of Cboe Vest?
Cboe Vest's CFO is Nate Jencks
How do I contact Cboe Vest?
Cboe Vest contact info: Phone number: (855) 979-6060 Website: www.cboevest.com
What does Cboe Vest do?

Vest Financial LLC is a leading defined outcome asset manager that has been operating since 2012, managing over $40 billion in assets. The firm specializes in providing a range of investment products, including ETFs, mutual funds, and retirement funds, focusing on Target Outcome Strategies that balance downside protection with growth potential. Its... flagship Buffer strategy sets the industry standard for defined outcome investing, offering targeted investment strategies such as Target Buffer, Target Growth, and Target Income. Vest aims to cater to a diverse client base, including individual investors, financial professionals, and retirement plans, by delivering customized investment solutions with defined risks and returns.Read More

What are Cboe Vest social media links?
Cboe Vest Linkedin page Cboe Vest Twitter page Cboe Vest Facebook page
Is Cboe Vest a public company?
Cboe Vest is private company therefore does not currently have an official ticker symbol
See more information about Cboe Vest

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