Vise Stock

vise.comFinTechFounded: 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

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News

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…
Updated on: Jun 3, 2023