Vise IPO

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.

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What is Vise's ticker symbol?

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.

What is Vise's stock price?

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).

Who are Vise's major investors?

Sequoia Capital
Greenoaks Capital
Founders Fund
Great Oaks Venture Capital
DuContra Ventures

Vise Funding Rounds and IPO Valuation

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
Based on primary financings
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What is Vise funding to date?

Vise has raised $167.82MM with the following series:
$129.18MM for 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, $205.54MM for Series B-1 and B-2, $1.05B for Series C-1, C-2, C-3, and C-4, $129.18MM for 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, $205.54MM for Series B-1 and B-2, $1.05B for Series C-1, C-2, C-3, and C-4.
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When was Vise founded?

Vise was founded in 2016.
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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 share 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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