Vise
Signal active
Organization
Contact Information
Overview
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.
About
Industries
Financial Services, FinTech, Artificial Intelligence (AI), InsurTech, Insurance
Founded
2016
Employees
101-250
Headquarters locations
New York, New York, United States, North America
Social
N/A
Profile Resume
Vise headquartered in New York, New York, United States, North America, operates in the Financial Services, FinTech, Artificial Intelligence (AI), InsurTech, Insurance sector. The company focuses on Financial Services and has secured $10.2B in funding across 80 round(s). With a team of 101-250 employees, Vise is actively contributing to advancements in Financial Services. Their latest funding round, Series C - Vise, raised $65.0M. Discover more about their projects, partnerships, and impact on our platform.
Funding Rounds
Funding rounds
4
Investors
7
Lead Investors
0
Total Funding Amount
$128.0M
Details
4
Vise has raised a total of $128.0M in funding over 4 rounds.
| Announcement date | Transaction name | Number of Investors | Money raised | Lead Investor |
|---|---|---|---|---|
| 2019 | Seed | 3.5M | ||
| 2020 | Early Stage Venture | 14.5M | ||
| 2020 | Early Stage Venture | 45.0M | ||
| 2021 | Late Stage Venture | 65.0M |
Investors
Vise is funded by 60 investors.
| Investor Name | Lead Investor | Funding Round | Partners |
|---|---|---|---|
| TQ Ventures | - | FUNDING ROUND - TQ Ventures | 65.0M |
| Ethos VC | - | FUNDING ROUND - Ethos VC | 65.0M |
| Vise | - | FUNDING ROUND - Vise | 65.0M |
| northstar.vc | - | FUNDING ROUND - northstar.vc | 65.0M |
Recent Activity
There is no recent news or activity for this profile.