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Vise Stock

Vise is an AI-driven portfolio management platform for financial advisors.

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

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