Vested

Vested

Integrated communications agency for financial brands

Overview

Vested is a communications agency that focuses on financial and fintech brands, offering a full range of PR and marketing services tailored to the finance sector. Its team combines financial industry knowledge with creative communications to plan and execute campaigns, media relations, content, and digital outreach that speak to investors, customers, and regulators. Unlike generalist agencies, Vested differentiates itself through deep sector experience—built over 15 years with both large and small financial brands—and a hands‑on, practical approach to delivering results. The company’s goal is to help financial brands stand out and achieve meaningful visibility and measurable outcomes.

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

Consulting

Fintech

Financial Services

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

New York City, New York

Founded

2011

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Simplify's Take

What believers are saying

  • Vested won Hedgeweek's 2026 PR & Communications Firm of the Year award.
  • Vested hired Sitha Ngy, Paul Dalton-Borge, and Adam Fontana in April 2026.
  • Red Lab and Watermark broaden offerings, giving Vested more cross-sell revenue in 2026.

What critics are saying

  • Watermark and Red Lab integration failures can distract leaders and damage service quality in 2026.
  • HubSpot, Fintel Connect, and Scrunch AI partners can commoditize Vested's differentiated capabilities quickly.
  • A major financial client loss during 2026 would expose Vested's narrow sector dependence.

What makes Vested unique

  • Vested focuses exclusively on financial services communications, spanning banks, fintechs, and asset managers.
  • 2026 HubSpot partnership and Scrunch AI tie-up deepen its integrated digital marketing stack.
  • 2026 acquisition of Watermark adds Washington, D.C. public affairs, crisis, and investor relations expertise.

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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 […]

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