Vise Stock

vise.comFinTech / FinTech softwareFounded: 2016Funding to Date: $167.82MM

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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Team

Management Team

Andrew Fong
Chief Technology Officer
Runik Mehrotra
Co-Founder, Chief Investment Officer
Samir Vasavada
Co-Founder, Chief Executive Officer

Board Members

Ravi Gupta
Sequoia Capital

Frequently Asked Questions About Vise’s Stock

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Vise is not publicly traded on NYSE or NASDAQ in the U.S. To buy Vise stock 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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Yes, you can sell stock of a private company like Vise. Forge can help you sell your Vise stock in a way that works for you and the company. So if you are seeking liquidity, register with us today to get started.
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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’s private market stock price with Forge Data.
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Vise does not have an official ticker symbol because this company is not currently publicly traded.
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News Highlights

Fintech unicorn Vise partners with Morgan Stanley alum’s new RIA aggregator
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 Turns to Smaller Wealth Firms to Supercharge Its Growth
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.
Fintech startup Vise raises $65 million in Series C led by Ribbit Capital – TechCrunch
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…
Updated on: Dec 2, 2023

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Public news articles listed on this page have been curated by Forge based on several factors including, but not limited to, product updates, changes in organization structure, funding rounds, third-party valuations, and key personnel changes. Changes to this list of articles can be made at any time without notice and should not be relied upon for investment purposes. Forge does not verify the accuracy of the information contained in public news articles.