- conflicts or gaps
- [{"employee_count_discrepancy": {"value": "Reported headcount ranges from 20 (YCDB) to 55 (LinkedIn); YC profile lists 50", "source_urls": ["https://www.ycdb.co/company/vest", "https://www.ycombinator.com/companies/vest", "https://www.linkedin.com/company/vest-financial"]}, "pre_cboe_vc_total_unverified": {"value": "$6.0M total raised cited only by secondary aggregator Startup Intros; no primary press release or SEC filing confirms amount", "source_urls": ["https://startupintros.com/orgs/vest", "https://ir.cboe.com/news/news-details/2016/CBOE-Makes-Majority-Investment-In-Vest-Financial-01-25-2016/default.aspx"]}, "cboe_and_ftcp_deal_terms_undisclosed": {"value": "Neither 2016 Cboe majority investment nor 2019 First Trust controlling stake purchase amounts or valuations publicly disclosed", "source_urls": ["https://ir.cboe.com/news/news-details/2016/CBOE-Makes-Majority-Investment-In-Vest-Financial-01-25-2016/default.aspx", "https://www.sec.gov/Archives/edgar/data/1540305/000089418919006584/cboevestproxystatementdef1.htm"]}, "private_equity_label_unspecified": {"value": "YC profile states 'Backed by private equity' but does not name PE firm; likely refers to First Trust Capital Partners ownership, which is an affiliate of First Trust Advisors rather than a traditional PE fund", "source_urls": ["https://www.ycombinator.com/companies/vest", "https://www.businesswire.com/news/home/20251030556015/en/First-Trust-Advisors-Announces-Proposed-Reorganization-of-Four-Vest-Advised-Mutual-Funds-into-Four-First-Trust-Advised-Mutual-Funds"]}, "aum_figures_vary_by_date": {"value": "AUM reported as $50B+ (Jul 2025), $51.4B AUM (Mar 2026), $55B (Dec 2025 company blog); figures are date-dependent not contradictory", "source_urls": ["https://www.businesswire.com/news/home/20250717909422/en/Vest-Hits-%2450-Billion-Milestone-as-Outcome-Based-Investing-Goes-Mainstream", "https://vestfin.com/", "https://stories.vestfin.com/karan-sood-ceo-and-co-founder/"]}, "brand_name_evolution": {"value": "Entity renamed Cboe Vest Financial LLC to Vest Financial LLC (SEC name change 2017-06-19); public branding shifted between Cboe Vest and Vest Financial", "source_urls": ["https://www.sec.gov/Archives/edgar/data/1709632/000108514625000544/0001085146-25-000544.txt", "https://etpforum.org/karan-sood/", "https://vestfin.com/"]}, "linkedin_parent_company_stale": {"value": "LinkedIn lists Parent Company as Cboe Holdings Inc.; SEC filings show First Trust Capital Partners as controlling owner since Aug 2019", "source_urls": ["https://www.linkedin.com/company/vest-financial", "https://www.sec.gov/Archives/edgar/data/1540305/000089418919006584/cboevestproxystatementdef1.htm"]}}]
- source urls
- ["https://etpforum.org/karan-sood/", "https://files.brokercheck.finra.org/firm/firm_317379.pdf", "https://ir.cboe.com/news/news-details/2016/CBOE-Makes-Majority-Investment-In-Vest-Financial-01-25-2016/default.aspx", "https://startupintros.com/orgs/vest", "https://stories.vestfin.com/jeff-chang-president-and-co-founder/", "https://stories.vestfin.com/karan-sood-ceo-and-co-founder/", "https://vestfin.com/", "https://www.businesswire.com/news/home/20250717909422/en/Vest-Hits-%2450-Billion-Milestone-as-Outcome-Based-Investing-Goes-Mainstream", "https://www.businesswire.com/news/home/20251028553762/en/Vest-Known-for-Pioneering-Buffer-Funds-Launches-Synthetic-Borrow-Using-Listed-Derivatives-to-Revolutionize-Portfolio-Based-Financing", "https://www.businesswire.com/news/home/20251030556015/en/First-Trust-Advisors-Announces-Proposed-Reorganization-of-Four-Vest-Advised-Mutual-Funds-into-Four-First-Trust-Advised-Mutual-Funds", "https://www.firsttrustcapital.com/ft-vest-trif-a1_sai/", "https://www.ftportfolios.com/Funds/ETF/SAI/DNOV", "https://www.linkedin.com/company/vest-financial", "https://www.prnewswire.com/news-releases/cboe-makes-majority-investment-in-vest-financial-300208722.html", "https://www.sec.gov/Archives/edgar/data/1374310/000162828025006984/cboe-20241231.htm", "https://www.sec.gov/Archives/edgar/data/1540305/000089418919006584/cboevestproxystatementdef1.htm", "https://www.sec.gov/Archives/edgar/data/1540305/000139834423012902/fp0083821-3_ncsrs.htm", "https://www.sec.gov/Archives/edgar/data/1709632/000108514625000544/0001085146-25-000544.txt", "https://www.ycdb.co/company/vest", "https://www.ycombinator.com/companies/vest"]