Vise Stock

vise.comArtificial IntelligenceFounded: 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.

Enterprise Value (based on primary financings)

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Team

Management Team

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

Board Members

Ravi Gupta
Sequoia Capital

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News

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…