Vise Funding & Investors
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.comTotal Amount Raised: $128,000,000
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 Venture CapitalArriveUllas Naik10X CapitalSeed
$3,500,000
Seed Investors
Benjamin LingFounders FundGreat Oaks Venture CapitalZach WeinbergNat TurnerJon XuSpearheadSteve ChenAdrian AounS2 CapitalDelian AsparouhovLachy GroomSequoia CapitalContraryDorm Room FundKingsley AdvaniThe MBA FundKevin Liu
Funding info provided by Diffbot.