A product we are still building

We are inviting a small group of financial professionals and individuals to try Vester and tell us what is useful, confusing, or missing. This is an early product. Your feedback will help us decide what to improve.

What to expect

Features may change, some workflows may be incomplete, and the service may be interrupted. AI answers and financial data can be inaccurate, incomplete, or delayed. Check important figures, sources, dates, and assumptions against your original records.

Not financial advice

Vester is for general information, education, and exploration only. Nothing in the service, including AI responses, analyses, projections, alerts, or other outputs, is financial, investment, tax, legal, or accounting advice, or a recommendation, offer, or solicitation to buy, sell, or hold any security or other asset.

Do not rely on Vester as a substitute for your own due diligence or advice from a qualified professional who understands your circumstances. You are responsible for your decisions and for independently verifying information before acting. Do not use beta outputs as client-ready advice.

AI outputs and financial data may be wrong, incomplete, or out of date. Projections and hypothetical scenarios are not guarantees of future results. Investing involves risk, including loss of principal. Vester does not guarantee accuracy, suitability, investment performance, or any particular outcome, and does not execute trades or move money through its financial data connections.

Your use of the service is also subject to the disclaimers and limitations in our Terms. Nothing in these disclosures limits rights that cannot lawfully be excluded.

What to share

Use your own information or non-sensitive test examples. Do not submit client data, another person’s financial information, bank passwords, government identification numbers, or other information you are not authorized to share. If a workplace policy applies to you, check it before using Vester for work.

Review our Privacy Policy, security page, and Terms before connecting accounts. Beta participation does not mean that information you submit is seen only by you; authorized support and troubleshooting may involve team access. Being early does not change the commitments in those documents: we do not sell your information, and we do not use your content to train AI models.

What we would like your feedback on

• Could you get started and understand what to do next?
• Which question or task did Vester help with?
• Could you check the answer and understand its sources?
• What was wrong, confusing, slow, or missing?
• Would you come back, and what would make that more useful?

We would like to sit down with you about a week after you start to hear your thoughts. You can also email alex@vesterai.com as you go. Share a description of a problem before sending screenshots that may contain financial information.

Invitations and the waitlist

The waitlist helps us manage access; joining it does not guarantee a place or create an account. We use the email you provide to review your request and follow up about access. It does not subscribe you to a general newsletter.

A personal beta code grants invitation access only. It is not a discount, billing credit, paid subscription, or promise of permanent free access. Any paid plan would require a separate choice under the terms shown at checkout.