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
businessinsider - 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 Hardestbusinessinsider - May, 27 2022
Investing fintech Vise is turning to partnerships and targeting smaller wealth firms to supercharge its tepid asset growthcitywireusa - May, 26 2022
Vise lays off sales staff as part of ‘strategy shift’coverager - May, 20 2021
Vise raises $65 million in Series Cfinextra - May, 19 2021
Vise raises $65m for investment management platformaithority - Jan, 21 2021
Vise Appoints Former Dropbox Executive As Chief Technology OfficerTechCrunch - Jan, 19 2021
Fintech startup Vise brings on Andrew Fong (formerly Dropbox) as CTOpulse2 - Dec, 17 2020
Investment Management Company Vise Raises $45 Millionshar - Dec, 17 2020
Vise, AI Powered Investment Platform for Advisors Raises $45 Million Ravi Sequoia’s Gupta Joins Vise’s Boardbusinessinsider - Oct, 3 2020
Wealth tech is red-hot right now. Here are 10 startups that VCs say are on the brink of breaking out.TechCrunch - May, 12 2020
Trillions are at stake in the retirement wars, and Vise nets $14.5M from Sequoia to manage itTechCrunch - Oct, 5 2019
Meet Vise AI, the startup reimagining portfolio managementEquityZen 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.
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