What is Vise?
Founded in 2016 and headquartered in New York, Vise operates as an investment portfolio management platform leveraging artificial intelligence. The company is dedicated to empowering financial advisors with advanced tools and technology to boost their effectiveness, efficiency, and intelligence when serving clients. Vise's core offerings include the automation of investment management processes, the creation of highly customized investment portfolios, and the provision of detailed insights into each investment decision. This strategic approach aims to redefine how financial advisors manage assets and engage with their clientele.
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 Allen & Company, GREENOAKS, Sequoia Capital, and Founders Fund LLC
Series C (2021): $65M supported by Ribbit Capital and Sequoia Capital
Key Investors in Vise
Allen & Company
Allen & Company is Florida's oldest investment firm, specializing in financial planning and wealth management services. They offer investment advisory services through their own entity and LPL Financial LLC, serving both business and individual clients.
GREENOAKS
Greenoaks is a venture capital firm that partners with founders to build generational businesses, emphasizing long-term collaboration and support for visionary entrepreneurs.
Sequoia Capital
Sequoia Capital is a global venture capital firm known for its early investments in market-leading technology companies. They actively partner with entrepreneurs to foster growth and create global market leaders.
What's next for Vise?
The substantial enterprise-level funding Vise has garnered, particularly the recent major strategic investment, indicates a strong market validation and a pivotal stage for scaling operations. This capital infusion is expected to fuel further technological development, expand market reach, and enhance the platform's AI capabilities. Vise is poised to solidify its position as a leader in providing intelligent, automated investment solutions for financial advisors, driving innovation in wealth management.
See full Vise company page
