The Global Leader in Financial Marketing and Communications

Vested partners with top brands in the finance industry to navigate markets, shape perception, and amplify success through integrated solutions that merge financial expertise with creativity and results.
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Why Vested?

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INTELLIGENCE

Part of what differentiates Vested is our deep passion for financial services. We take our commitment to the industry seriously, which is why our teams are FINRA and CFA trained and certified. We even have our own Chief Economist. This intense focus gives us unique perspectives on how financial services firms can better tell their stories.

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INTEGRATION

Success is holistic. Through integrated communications and marketing strategies, we tell stories across paid, earned, shared and owned channels to ensure all channels are working together to leverage the most comprehensive results for clients.

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INNOVATION

Technology is changing the way we communicate. Our team not only takes advantage of advancements in the space, but we’ve also created some of our own. We’re the first PR firm with a VC arm, Vested Ventures, and we’ve created a free, proprietary tech platform called Qwoted, which connects business reporters and expert sources.

Our friends are doing great things

What we’re thinking

The Influencer Effect: Benefits, Strategies and Considerations for Influencer Marketing

Explore "The Influencer Effect" and discover how influencer marketing can elevate your financial services brand.

Chad Schmidt & Phil McMahon, Vice Presidents

The Harris-Walz Campaign Reveals Its Tax Plans

Explore the Harris-Walz campaign's tax proposals, which build on Biden-era plans with significant changes for corporations and high-income individuals.

Milton Ezrati, Chief Economist

Santa, The Easter Bunny, and the “Soft Landing”

Delve into the historical trade-offs between inflation control and economic downturns, plus the complexities of current monetary policy amid evolving pressures.

Milton Ezrati, Chief Economist
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Meet the team

Culture is an integral part of what makes Vested a truly unique place to work. Meet our greatest asset – our people!

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Get Vested!

Ready to invest in telling your firm’s story?