Vise Stock

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

Sign up today and learn more about Vise Stock

Invest in or value your shares in one or many pre-IPO companies through an EquityZen investment vehicle.

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


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


Andrew Fong

Vice President and Head of Investment Strategy

Dave Twardowski


Robert Nance

Board Member

Ravi Gupta


Shaun Maguire


businessinsider - Mar, 4 2023

The unraveling of fintech darling Vise

coverager - May, 20 2021

Vise raises $65 million in Series C

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

Join 630,000+ Investors and Shareholders

On our trusted digital marketplace for private companies

EquityZen Recognized As: