Unlock government grants and business loans for your clients in minutes. Whether you are an expert or a beginner, Vesti empowers you to match, manage, and secure capital—backed by our on-demand expert support.
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3 steps to launch your advisory business. Whether you are an Accountant unlocking new revenue, or a Pro Advisor seeking vetted deal flow—Vesti provides the AI infrastructure to secure capital for clients with zero operational overhead.
Embed our white-label widget and pre-qualify clients for funding opportunities 24/7.
Smart-match your clients to the right grants and business loans based on their unique profile.
Not a funding expert? We've got your back. For grants, we can write the proposals. For loans, we guide you through the process.
Access Canada's largest database. Manage it yourself, or let our experts handle the writing and submission.
Instantly pre-qualify clients for loans and lines of credit. Our team guides you step-by-step to close the deal.
Vesti handles the technical infrastructure so you can focus on building client relationships and scaling your strategy.
Build trust with a white-label portal branded with your logo for a secure, professional client experience.
Access a real-time database of grants and lending criteria. Stay updated on deadlines and eligibility without the research headache.
End the email chaos. Use our centralized document hub to request, track, and secure all files in one place.
Receive only high-probability leads pre-vetted by our AI eligibility gatekeeper to match your expertise.
Our experts guide you through proposals and loan applications to close deals—no extra headcount needed.
We understand that stale data kills credibility. We maintain a dedicated Data Maintenance Team that closely monitors federal and provincial budget updates. We don't just "scrape" the web; we curate the criteria so our matching algorithms remain precise.
Yes. Vesti is built to be a comprehensive business funding ecosystem. Currently, we help you unlock government grants, business loans, and lines of credit. Our widget instantly identifies eligibility, and our team guides you on the next steps to close the deal. We are continuously expanding our marketplace, with plans to introduce more financial products—such as equipment financing—in the near future.
Absolutely. We provide you with a unique, standalone link that functions exactly like the widget. You can share it via email, LinkedIn, or WhatsApp. When a client completes the quiz, Vesti automatically captures their data and generates their best funding matches—giving you instant strategy insights for a confident pitch, with zero research time required.
Our White Label Portal allows you to create a professional, fully branded interface with your own logo. Your clients register directly under your brand, where they can instantly view their "Grant Potential"—a powerful feature designed to encourage them to request a consultation with you. Once a project starts, the portal becomes a centralized hub where clients can track application status, upload and manage documents, and update their business profiles. This ensures complete transparency on both sides, eliminating unnecessary arguments and replacing scattered emails, loose files, and messages with a smooth, organized workflow.
Absolutely. Vesti acts as your infrastructure, not your competitor. The portal is branded with your logo, and you maintain direct control over your client communication. We simply provide the "Zero Overhead" backend to help you manage and scale the relationship.
Yes. Our "One-Click Smart Handoff" is built for this. You can bundle all client documents, AI insights, and drafts into a secure package with version control. Whether you assign tasks to your in-house team or outsource to external freelancers, the workflow remains seamless.
No problem. Vesti turns every advisor into a funding expert. You focus on the client relationship, and we handle the execution. For Grants: Simply use our "Request Expert Support" feature, and our specialists can handle the proposal writing and submission for you. For Loans: We provide step-by-step guidance to help you navigate the application process and secure capital for your client.
Yes. We offer a 14-day money-back guarantee on our subscription plan. If you find the platform isn't the right fit for your business within the first 14 days, simply cancel your subscription and we will issue a full refund—no questions asked.
Join more Advisors who have already switched to the modern operating system
*You will be charged today. Cancel within 14 days for a full refund.
Join more Advisors who have already switched to the modern operating system
*You will be charged today. Cancel within 14 days for a full refund.
