Vise
New York
About Vise
Vise automates investment management for financial advisors using artificial intelligence. Vise has built a full-stack platform spanning the entire lifecycle of the advisor-client relationship, including designing personalized portfolios for clients, managing portfolios, and providing on-going intelligence. By doing so, Vise helps financial advisors focus on their most valuable resource -- their client relationships. Vise was founded in 2016 by Samir Vasavada and Runik Mehrotra in New York, New York.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 11 – 50
- Estimated revenue: $10K – $50K
- Total funding: $128.0M
- Funding stage: Late Stage Venture
- Last round: Series C (May 2021)
- Website: vise.com
- Phone: +1 646 374 0888
Industries & Categories
Artificial Intelligence (AI), Financial Services, FinTech, Insurance, InsurTech
Social Profiles
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