Vise

Private

AI-powered asset management platform built for financial advisors. Uses artificial intelligence to construct, manage, and explain personalized investment portfolios for clients, helping independent financial advisors compete with larger wealth management firms by automating portfolio construction, rebalancing, and tax optimization.

Founders Samir Vasavada, Runik Mehrotra

CEO Samir Vasavada

Company

Founded

2016

Headquarters

New York, United States

Financials

Total Funding

$125M

Last Valuation

$1.0B

Sectors

Fintech Artificial Intelligence SaaS Enterprise Software

vise.com Twitter Blog

Funding History

3 rounds

Series C May 25, 2021

$65M

Valuation: $1.0B

Ribbit Capital (Lead) Sequoia Capital Founders Fund Bling Capital

Series B Oct 1, 2020

$45M

Sequoia Capital (Lead) Founders Fund Bling Capital Greylock Partners

Series A Jun 3, 2020

$15M

Sequoia Capital (Lead) Founders Fund Bling Capital

Funding data is compiled from multiple independent sources including company announcements, press coverage, and regulatory filings. While we strive for accuracy, amounts and dates may reflect reported figures at time of announcement.