Founded in 2016, by Samir Vasavada and Runik Mehrotra, 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.
| Date | Amount | Type | Investors | Valuation |
|---|---|---|---|---|
| 05/12/20 | $14,500,000 | Series A |
Bling Capital Founders Fund Human Ventures Capital Jon Xu Lachy Groom Steve Chen | undisclosed |
| 12/15/20 | $45,000,000 | Series B |
Allen & Company Founders Fund Greenoaks Capital Management Michael Ovitz Nikesh Arora | undisclosed |
| 05/18/21 | $65,000,000 | Series C |
Ribbit Capital | undisclosed |
