Vise is an AI-driven portfolio management platform for financial advisors.
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.
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 |
Investor Name | Lead Investor | Funding Round |
---|---|---|
Sequoia Capital | — | Series C |
Allen & Company | — | Series B |