Vise was founded in 2016 by Samir Vasavada and Runik Mehrotra. The company has not publicly endorsed plans to participate in an IPO.

Vise is an AI-powered data platform for independent financial advisors. The company has raised more than $125 million in venture capital funding from investors including Ribbit Capital, Sequoia Capital, Founders Fund, Bling Capital, Bond, and Allen & Company. Vise achieved a valuation of $1 billion after a $65 million round of Series C funding in 2021.

These comments should not be interpreted to mean that the company is formally pursuing or foregoing an IPO.

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Learn more about Vise

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What is Vise's IPO price?

The IPO price for Vise will be known only if it becomes public. However, you may access the "Price At Last Round" and the "Implied EV" for publicly traded comparable companies with Forge Data.
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Can you invest in Vise?

Vise is a privately held company and is not publicly traded on NYSE or NASDAQ in the U.S. To buy pre-IPO shares of a private company, you need to be an accredited investor. Learn more about how to invest in the private market or register today to get started.

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Can you sell Vise shares pre-IPO?

If you own Vise pre-IPO shares and are considering selling, you can find what your shares could be worth on Forge’s secondary marketplace.

Our Private Market Specialists are available to answer any questions you might have and can help connect you with a buyer from our network of 125,000 accredited investors and institutions. You can also learn more about how to sell your private shares before getting started.

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Is Vise a publicly traded company?

Vise is a private company and not publicly traded.

If you are interested in buying or selling private company shares, you can register with Forge today for free to explore your options. Registering gives you access to one of our Private Market Specialists who can guide you through the process of buying or selling. Learn more about how Forge might help you buy pre-IPO shares or sell pre-IPO shares.

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What is Vise's funding to date?

Vise has raised $167.82MM to date.
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When was Vise founded?

Vise was founded in 2016.

Who are Vise's major investors?

Greenoaks Capital
Great Oaks Venture Capital
DuContra Ventures

Vise Funding Rounds and Last Known Valuation

Date Funding Round Funding Raised Price per Share Last Known Valuation
5/18/2021 Series C-1, C-2, C-3 and C-4 $132.37MM raised $XXX.XX $XXX.XX
12/15/2020 Series B-1 and B-2 $19.4MM raised $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 $16.05MM raised $XXX.XX $XXX.XX
Based on primary financings
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Updated on: May 23, 2024

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