What is Vise?
Founded in 2016 and headquartered in New York, Vise operates as an artificial intelligence-powered investment portfolio management platform. The company is engineered to serve the evolving needs of financial advisors, providing them with a comprehensive suite of tools designed to automate the investment management lifecycle. By integrating advanced machine learning algorithms, Vise enables the creation of hyper-personalized portfolios while simultaneously providing actionable intelligence on every investment decision. This technological framework allows advisors to transition from manual, time-intensive processes to a more efficient, scalable model, effectively positioning Vise as a cornerstone of the modern wealth management stack.
How much funding has Vise raised?
Vise has raised a total of $124.5M across 3 funding rounds:
Series A
$14.5M
Series B
$45M
Series C
$65M
Series A (2020): $14.5M, investors not publicly disclosed
Series B (2020): $45M led by GREENOAKS, Founders Fund LLC, Sequoia Capital, and Allen & Company
Series C (2021): $65M supported by Ribbit Capital and Sequoia Capital
Key Investors in Vise
Greenoaks
Greenoaks is a dedicated partner for exceptional founders focused on creating generational businesses, emphasizing long-term collaboration and sustainable growth.
Sequoia Capital
Sequoia Capital is a globally recognized venture firm with an unparalleled track record of partnering with entrepreneurs to build market-leading companies across various stages.
Ribbit Capital
Ribbit Capital is a Palo Alto-based firm that invests globally in unique individuals and brands aiming to disrupt the financial services industry.
What's next for Vise?
With the successful completion of its latest funding round, Vise is well-positioned to deepen its product capabilities and expand its market footprint. The strategic focus moving forward involves enhancing the platform's algorithmic precision and broadening the scope of its automated advisory tools. By maintaining a strong balance sheet, the company is prepared to navigate the challenges of the fintech sector while continuing to attract top-tier talent and institutional partnerships. As the industry shifts toward digital-first wealth management, Vise's commitment to innovation and advisor-centric design will be pivotal in maintaining its competitive advantage and driving long-term value for its stakeholders.
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