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Vise

company

About

Vise is an AI-driven portfolio management platform for financial advisors.

  • 51 - 100

Highlights

Total Funding Amount
$128M
Funding Rounds
4
Investors
2

Details

Last Funding Type
Seed
Last Funding Money Raised
$3.50M
Industries
Artificial Intelligence,Financial Services,FinTech,Machine Learning
Founded date
Oct 1, 2016
Number Of Employee
51 - 100
Operating Status
Active

Vise automates investment management for financial advisors using artificial intelligence. Vise has built a full-stack platform spanning the entire lifecycle of the advisor-client relationship, including designing personalized portfolios for clients, managing portfolios, and providing on-going intelligence. By doing so, Vise helps financial advisors focus on their most valuable resource -- their client relationships.

Vise was founded in 2016 by Samir Vasavada and Runik Mehrotra in New York, New York.

Funding Rounds

Number of Funding Rounds
Total Funding Amount
4
$128M
Vise has raised a total of $128M in funding over 2 rounds. Their latest funding was raised on May 18, 2021 from a Series C round.
Announced Date Round Money Raised Number of Investors Lead Investors Post Valuation
May 18, 2021 Series C $65M 1 — — Detail
Dec 15, 2020 Series B $45M 2 Sequoia Capital — Detail
May 12, 2020 Series A $14.50M 1 Sequoia Capital — Detail
May 15, 2019 Seed $3.50M 1 — — Detail

Investors

Number of Lead Investors
Number of Investors
2
2
Vise is funded by 2 investors. Sequoia Capital and Allen & Company are the most recent investors.
Investor Name Lead Investor Funding Round
Sequoia Capital — Series C
Allen & Company — Series B
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