Vise
New York, NY
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.
vise.comCompany Details
Founded
- 2016
Employees
- Between 100 - 200 employees
Raised
- $128,000,000
Headquarters Location
- New York, NY
Public
- No
Acquired
- No
CEO
Samir Vasavada
Founders
- Samir VasavadaRunik Mehrotra
Company Collections
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Vise's Investors
Vise Headquarters Location
Total Amount Raised: $128,000,000
Vise's Investors
Vise Funding Rounds
Series C
$65,000,000
Series C Investors
Ribbit CapitalSequoia CapitalGE32 CapitalHuman CapitalTQ VenturesEthos VCnorthstar.vcSeries B
$45,000,000
Series B Investors
Sequoia CapitalFounders FundAllen & CompanyNikesh AroraMichael OvitzElectric Feel VenturesGreenoaksSeries A
$14,500,000
Series A Investors
Sequoia CapitalBling CapitalJon XuHuman CapitalFounders FundLachy GroomSteve ChenGreat Oaks ManagementArriveUllas Naik10X CapitalSeed
$3,500,000
Seed Investors
Benjamin LingFounders FundGreat Oaks ManagementZach WeinbergNat TurnerJon XuSpearheadSteve ChenAdrian AounS2 CapitalDelian AsparouhovLachy GroomSequoia CapitalContraryDorm Room FundKingsley AdvaniThe MBA FundKevin Liu
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