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Vise
company
About
Vise is an AI-driven portfolio management platform for financial advisors.
- 51 - 100
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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