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Vise

www.vise.com

 
Founded in October of 2016 by Samir Vasavada and Runik Mehrotra, Vise automates investment management for financial advisors using artificial intelligence. Vise has built a full-stack platforming 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. Vise is headquartered in New York City and is backed by Sequoia Capital Founders Fund and Bling Capital.
  • Number of Employees: 100-250
  • Annual Revenue: $10-50 Million
  • www.vise.com
  • One World Trade Center Suite #84A
    New York, NY USA 10007
  • Phone: 415.737.5666

Executives

Name Title Contact Details
Andrew Fong
 Chief Technology Officer Profile

Funding

Vise raised $14.5M on 05/12/2020
Vise raised $45M on 12/15/2020
Vise raised $65M on 05/18/2021

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