Vise
formerly ViseAIGenerate personalized portfolios at scale
New York, United States · Founded 2016 · $141.6M raised
- Headquarters
- New York, New York
- Employees
- 51–200
- Founded
- 2016
- Business Model
- B2B
- Website
- vise.com
- Total Funding
- $141.6M
- Last Round
- $65.0M Series CMay 2021
- Rounds
- 5
About
Vise is a technology-powered asset management platform that helps financial advisors build, manage, and explain deeply personalized client portfolios at scale. The platform automates trading, rebalancing, and tax-loss harvesting across nearly every asset class, enabling advisors to grow their business without sacrificing personalization.
Summary
Vise is an Artificial Intelligence company based in New York, United States, founded in 2016. It has raised $141.6M in total across 5 rounds, most recently a $65.0M Series C round in May 2021. Investors include Sequoia Capital, Ribbit Capital and Allen & Company.
Tech & App Stack
8 technologies & apps tracked
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Funding History
May 2021
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Seed through Series C — per-round amounts, valuations, and who invested in each round.
Investors
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