Vise uses artificial intelligence to automate investment management for financial advisors. This company was founded by Samir Vasavada and Runik Mehrotra in 2016 and is headquartered in New York, NY. Vise has built a full-stack platform spanning the entire lifecycle of the advisor-client relationship, including designing custom indexes, managing the portfolio, and providing on-going intelligence.
Vise does not currently have an official ticker symbol because this company is still private. Register today to connect with our Private Market Specialists and learn more about new pre-IPO investment opportunities.
The stock price for Vise will be known as it becomes public. Here are similar public companies: Paypal (NAS: PYPL), Robinhood (NAS: HOOD), E-Trade (NAS: ETFC), Tradeweb (NAS: TW).
| Date | Funding Round | Funding Raised | Price per Share | IPO Valuation |
|---|---|---|---|---|
| 5/18/2021 | Series C-1, C-2, C-3, and C-4 | $1.05B | $XXX.XX | $XXX.XX |
| 12/15/2020 | Series B-1 and B-2 | $205.54MM | $XXX.XX | $XXX.XX |
| 5/12/2020 | Series A-1, A-10, A-11, A-12, A-13, A-14, A-2, A-3, A-4, A-5, A-6, A-7, A-8, and A-9 | $129.18MM | $XXX.XX | $XXX.XX |
