Vestia is a wealth advisory firm that provides personalized financial planning, investment, insurance, and consulting services. The firm focuses on helping clients achieve their life goals through strategic financial decisions. Vestia typically participates in seed investment rounds, with a notable investment in Bundle Network, which has raised $100,000.
Vestia's investment philosophy centers on understanding the broader life aspirations of their clients, beyond just financial metrics. The firm is led by experienced advisors who prioritize holistic wealth management. Vestia offers unique value-add services, including comprehensive financial planning and personalized consulting, to support the long-term success and well-being of their clients.
Vestia - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies1
Current Portfolio Count1
Top Investment Stages
Seed1 (100.0%)
Stage Mix
Seed 100%
Concentration shown as share of disclosed investments by stage.
524110Direct Life, Health, and Medical Insurance Carriers
524113Direct Life Insurance Carriers
520000Finance and Insurance
SIC
6300Insurance Carriers
6310Life Insurance
Show 1 more industry code
SIC
6000Depository Institutions
Vestia
Operating Status: Operating
Vestia, a wealth advisory firm, offers personalized financial planning, investment, insurance, and consulting services to help you live life to the fullest.
