Vise

formerly ViseAI

Generate 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

7 technologies & apps tracked

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Funding History

Series CSeries CMay 2021
$65.0M

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Investors

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