Your Source for Venture Capital and Private Equity Financings

VC-funded Company:

Vise
74 Warren St, Suite 5W
New York, NY 10007
https://vise.com/

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.

Key Contact
Name
Samir Vasavada
Title
CEO & Co-Founder
E-Mail
Funding Events

Date
Amount
Type
Investors
Valuation
05/12/20 $14,500,000 Series A Bling Capital
Founders Fund
Human Ventures Capital
Jon Xu
Lachy Groom
Sequoia Capital
Steve Chen
undisclosed
12/15/20 $45,000,000 Series B Allen & Company
Founders Fund
Greenoaks Capital Management
Michael Ovitz
Nikesh Arora
Sequoia Capital
undisclosed
05/18/21 $65,000,000 Series C Ribbit Capital
Sequoia Capital
undisclosed


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