Vise Stock
Vise is an AI-driven portfolio management platform for financial advisors.
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About Vise Stock
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.
Funding History
| May 2020 | $600K |
|---|---|
| May 2020 | $600K |
| May 2020 | $10K |
| May 2020 | $355K |
| May 2020 | $195K |
| May 2020 | $1000K |
| May 2020 | $250K |
| May 2020 | $10K |
| May 2020 | $60K |
| May 2020 | $50K |
| May 2020 | $5K |
| May 2020 | $100K |
| May 2020 | $20K |
| May 2020 | $12.8M |
| December 2020 | $400K |
| December 2020 | $19.0M |
| May 2021 | $15.0M |
| May 2021 | $1000K |
| May 2021 | $5.7M |
| May 2021 | $111M |
Management
Co-Founder & CEO
Samir Vasavada
Co-founder and Chief Investment Officer
Runik Mehrotra
VP of People
Yoonie Kim
VP of Product
Niki Sri-Kumar
Senior Engineering Manager
Tyler Green
CTO
Andrew Fong
Vice President and Head of Investment Strategy
Dave Twardowski
Sales
Robert Nance
Board Member
Ravi Gupta
Chairman
Shaun Maguire
Press
venturebeat - Sep, 30 2023
Vise Intelligence is a new AI to assist — not replace — financial advisorsbusinessinsider - Mar, 4 2023
The unraveling of fintech darling Visefintechfutures - Aug, 26 2022
RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfoliosfintechfutures - Jun, 17 2022
Vise Launches New Features to Help Financial Advisors Navigate Market Volatilitynews - Jun, 16 2022
Tech Layoffs Analysis: Late-Stage Startups Are Hit HardestEquityZen Recognized As:
