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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As Vise is not publicly traded, purchasing its stock is not available to everyone. To buy the stock of a private companies like Vise, you must be an accredited investor. If you meet the accreditation criteria, you can register for Forge’s Secondary Marketplace to buy private market stock. If you are not accredited, find out how to begin the process and qualify for new investment opportunities.
How to buy Vise stock?
To invest in a private company like Vise through Forge, you must first qualify as an accredited investor. (Learn more about the accreditation process.)
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Can you sell Vise stock?
Yes, you may sell the Vise stock you currently own. Forge can help you facilitate the sale of your stock in a manner that aligns with your needs and the company’s interests. If you are looking for liquidity, register with us today to begin the process. A dedicated Forge Private Market Specialist will be available to address any questions you may have along the way.
How to sell Vise stock?
If you hold private company shares of Vise – whether as an employee or an early investor – Forge can help you sell them.
Create a free Forge account, this will give you access to Forge’s marketplace and to one of our experienced Private Market Specialist to answer any questions you might have.
Indicate your interest to sell your Vise on our platform.
Work with your dedicated Private Market Specialist who’ll help guide you through every step of the transaction.
Is Vise a public company?
No, Vise is a privately held company and is currently not publicly traded on any stock markets including NYSE or NASDAQ.
What is Vise’s stock price?
Vise is a privately held company and therefore does not have a public stock price. However, you may access Vise private market stock price with Forge Data.
What is Vise’s stock ticker symbol?
Vise does not have an official ticker symbol because this company is not currently publicly traded.
Can institutional investors buy and sell private market stocks?
Yes. As one of the largest trading platform for the private market, Forge helps institutional investors seek liquidity as they buy and sell private stock for their portfolios or their clients. Our private market specialists have decades of experience working with institutional firms. Learn more or register today to get started.
Other companies like Vise in the FinTech software sector
Vestria Capital, which the former vice chairman of Morgan Stanley Wealth, Paul Hatch, launched in December for breakaway advisers, has signed an agreement to make Vise available to advisers on its network.
Vise, a $1 billion fintech that helps financial advisors customize and automate investment portfolios, is looking to scale up by partnering with smaller wealth firms.
Vise today announced a $65 million Series C financing round led by Ribbit Capital, with participation from existing investors, including Sequoia. The startup confirmed to TechCrunch that this round officially sent Vise into unicorn territory, with a $1 billion post-money valuation. The startup laun…
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November Private Market Update
