Vested

Vested

Financial services-focused marketing and communications agency

Overview

Vested is a global integrated marketing and communications consultancy for the financial services sector. It provides branding, social, creative, PR, and other marcomms services, while also leveraging group assets such as Qwoted, Financial Narrative, Vested Ventures, and Finance Studio. In-house teams and industry experts craft campaigns and content to meet client goals, and VestED offers ongoing education led by a Chief Economist. The company differentiates itself through its exclusive focus on financial services, a large network of senior financial marketers, an integrated service platform, and an ownership-driven, entrepreneurial culture, with the goal of becoming the most valued financial marketing brand and helping shape a more accessible, transparent, and sustainable financial system.

About Vested

Simplify's Rating
Why Vested is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & Analytics

Consulting

Financial Services

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

New York City, New York

Founded

2011

Get referred to Vested

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • August 2026 Watermark expands Washington, D.C. coverage around SEC, FTC, and CFPB matters.
  • April 17 2026 leadership hires strengthened creative and digital execution across London, Chicago, Seattle.
  • Observer reported 52 client wins in 2026, showing durable demand and cross-sell momentum.

What critics are saying

  • Financial-services clients cut agency spend fast when compliance, M&A, or funding slows.
  • HubSpot and in-house teams commoditize Vested's digital and content work by 2027.
  • Generative AI and consultancies like Deloitte Digital attack Vested's pricing and talent moat.

What makes Vested unique

  • Vested serves only financial services, earning trust from banks, fintechs, asset managers, and private capital.
  • Watermark acquisition, August 6 2026, adds regulatory, crisis, and government affairs expertise.
  • Vested Strategies formalizes C-suite advisory for volatile financial moments and policy scrutiny.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Remote Work Options

Flexible Work Hours

Health Insurance

Unlimited Paid Time Off

Paid Vacation

401(k) Retirement Plan

Company Equity

Wellness Program

Mental Health Support

Conference Attendance Budget

Professional Development Budget

Stock Options

Phone/Internet Stipend

Company News

Business Wire
Aug 7th, 2026
Vested Acquires Watermark, Strengthening Public Affairs and Regulatory Offering and Growing Washington, D.C. Presence

Vested, the leading financial services communications and marketing agency, today announced the acquisition of Watermark, a Washington, D.C.-based public aff...

Business Wire
Apr 17th, 2026
Vested expands leadership team with three senior hires to boost digital and creative capabilities

Vested, a marketing and communications agency focused on financial services, has appointed three senior leaders to expand its digital and creative capabilities. Sitha Ngy joins as Senior Creative Director in Seattle, Paul Dalton-Borge as Managing Director in London, and Adam Fontana as Director of Digital Strategy in Chicago. Ngy brings over 15 years of experience, having worked with brands including American Express, T-Mobile and Coca-Cola. Most recently, he served as VP and Group Creative Director at Deloitte Digital. Dalton-Borge joins from Four Agency Worldwide, where he led creative and digital development. Fontana brings two decades of experience in digital strategy across financial services clients. The appointments reflect growing client demand for integrated marketing programmes spanning earned media, content, digital performance and brand-building.

Clay & Milk
Dec 20th, 2021
Cedar Falls digital marketing agency Red Lab Technologies acquired by PR firm

Red Lab Technologies, a web design, development and digital marketing firm in Cedar Falls, announced last week that it has been acquired by Vested, a financial services communications firm, Red Lab will provide Vested’s clients […]

Recently Posted Jobs

Sign up to get curated job recommendations

Vested is Hiring for 5 Jobs on Simplify!

Find jobs on Simplify and start your career today

Don't see your dream role? Check out thousands of other roles on Simplify. Browse all jobs →