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Vise

151 employees

Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale. Vise’s mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling to their maximum potential. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios. Backed by investors like Sequoia, and Founders Fund, Vise has raised nearly $130 million since its founding in 2016. The company has over 45 employees based across the U.S. with headquarters in New York.

Investor insights

Funding rounds participated in

$65M sweet spot round size

Investor type

Privately Held

Basic info

Industry

Investment Management

Sectors

Investment Management

Date founded

2016

Funding rounds raised

Total raised

$65M

from 2 investors over 1 rounds

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Vise raised $65M on June 18, 2021

Investors: Ribbit Capital and + 5 Other investors

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