Vise
Financial Software · New York, United States · 51-200 Employees
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Overview
Headquarters
521 Broadway Fl 3, New York City, New Yo...Website
www.vise.comRevenue
$14.7 MillionIndustry
ZI Rank: 2
Signal Type
Dec
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ZI Rank
2
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2
About Vise
Vise is an investment portfolio management platform powered by artificial intelligence and built for the modern financial advisor. Founded in 2016, Vise gives financial advisors the tools and technology to be more effective, efficient and intelligent resources for their clients. This includes fully automating the investment management process, creating highly customized portfolios, and providing insights on each investment decision. Vise is headquartered in New York.Explore more
Vise Org Chart
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Company Profile Activity
Activity Insights
Vise is experiencing very low activity levels compared to other companies in the Software sector.
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Vise is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Vise.
Vise financials insights
Gather financial insights about Vise, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Series A
$14.5M
Series B
$45M
2021
Series C
$65M
Vise Tech Stack
A closer look at the technologies used by Vise
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Most Recent Scoops
Open Position
Event
Person-Based
Samir Vasavada, Co-Founder & Chief Executive Officer, appeared on a podcast called "Entrepreneurial Thought Leaders (ETL)" on 07/09/2025. Topics discussed include Startup journey, venture funding, leadership, vision.
Events, Podcast
Open Position
New Hire
Executive Move
Executive Moves, New Hire
New Hire
Executive Move
Executive Moves, New Hire
Vise News & Media
Manhattan West Returns to Vise Platform to Scale Next Leg of Growth
NEW YORK--(BUSINESS WIRE)--Manhattan West, with over $1B AUM, renews partnership with Vise.Opto Co-Founder, Kamal Jafarnia Joins Vise as General Counsel to Lead Expansion of Total Portfolio Solution for RIA Aggregators
NEW YORK--(BUSINESS WIRE)--Opto Investments Co-Founder, Kamal Jafarnia, joins Vise as General Counsel to lead Expansion of Total Portfolio Solution for RIA Aggregators.Vise Partners With $55B NewEdge Wealth to Deliver Custom Portfolios at Scale
NEW YORK--(BUSINESS WIRE)--Vise partners with $55B RIA NewEdge Wealth to deliver personalized, tax-efficient portfolios at scale.
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Vise is an investment portfolio management platform powered by artificial intelligence and built for the modern financial advisor. Founded in 2016, Vise gives financial advisors the tools and technology to be more effective, efficient and intelligent resources for their clients. This includes fully automating the investment management process, crea... Read More
