Artificial Intelligence | Machine Learning | Natural Language Processing Vise | Investment Management for Financial Advisors


Enterprise, Investment Management, Financial Services, FinTech, Financial Advisor Platform New York, NY, United States

Vise

Artificial Intelligence | Machine Learning | Natural Language Processing


Vise | Investment Management for Financial Advisors

Vise

Investment Management, Financial Services, FinTech, Financial Advisor Platform


New York, NY, United States

Harness the power of artificial intelligence to build your client's personalized portfolios. The vise is designed to help you grow faster and automated to save you time. Vise is an artificial intelligence-driven asset management platform, built and designed specifically for the Financial Advisor of the future. We are transforming the financial industry by bringing the power of AI and machine learning to automate investment management for financial advisors and build fully customized portfolios backed by portfolio intelligence. Located in New York, we are a well-funded Series A stage startup, backed by Sequoia, Founders Fund and Bling Capital. We are working in one of the largest industries in the world, with customers who are hungry for modern tools and technology that will help them win. 

Vise automates investment management for financial advisors using artificial intelligence. Vise has built a full-stack platforming 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 mo

 
 

   Total Funding: $63,000,000

   Funding Stage: Series A

   Business Stage: Scaling Up

   Market: B2B

   Company Size: 26 to 50

   Founded: 2016

Dec 2020

  • Vise continue building momentum and raises $45M from notable investors

Dec 2020

  • Team has grown from 6 to over 50 in last 4 years. Company hopes to hire another 50 by early next year
 
 

AI/ML Startup DealsGet Free Access

Date

Round

$ Raised

Investors

05/18/2021

Series C

$65M

Ribbit Capital, Sequoia Capital India

Date : 05/18/2021

Round: Series C

$ Raised: $65M

Investors: Ribbit Capital, Sequoia Capital India

 

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Samir Vasavada


Samir Vasavada
CEO & Co-Founder

Runik Mehrotra


Runik Mehrotra
Co-founder & Chief Investment Officer

 
 

Vise is growing. Want to work at Vise? Vise is hiring. Join team at Vise

 

View All

Account Manager

New York, New York

Account Executive

New York, New York

Quantitative Engineer

New York, New York

Financial Software Engineer

New York, New York

Product Manager

New York, New York

 
 
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