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.
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.
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.
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.
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 |