Vise
formerly ViseAIVise is an artificial intelligence company in New York, United States, founded in 2016. It has raised $141.6M across 5 rounds, most recently a $65.0M Series C in May 2021.
Generate personalized portfolios at scale
- 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
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
Indexed holds 5 funding rounds and 5 investors for this company. The full record is or through the API.
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
It lists 51–200 employees. 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
Every product and vendor across these categories, with where each signal came from.
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Funding History
May 2021
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Funding: Seed through Series C. Amounts, valuations, and investors where available.
Investors
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