Buy or sell Vise stock pre IPO via an EquityZen fund
EquityZen is a marketplace for shares of proven pre IPO tech companies

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
TechCrunch - Jan, 19 2021
TechCrunch - May, 12 2020
TechCrunch - Oct, 5 2019
EquityZen does not have an affiliation with, formal relationship with, or endorsement from any companies featured above. This profile is based on publicly available information and is intended to be informative in nature.
Some data provided by Crunchbase