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

 

B2B

26 to 50

Series A

$63,000,000

Scaling Up

2016

 
 

Investment Management
Financial Services

Built Portfolio For Financial Advisors

Increase Productivity
Better Experience
Business Growth
Increase Client Satisfaction

 
 

Finance

Yes

Active

 
 

   Machine Learning
   Natural Language Processing


Kafka

Kafka

Samza

Samza

Hadoop

Hadoop

Flink

Flink

Spark

Spark


Text

Text

Time Series

Time Series

Semi-Structured

Semi-Structured

Structured

Structured

 

   Software


Flink

Flink

AWS

AWS

GraphQL

GraphQL

JavaScript

JavaScript

TypeScript

TypeScript

HTML

HTML

CSS

CSS

AJAX

AJAX

Node

Node

React

React

Redux

Redux

D3

D3

ChartJS

ChartJS

Highcharts

Highcharts

Postgres

Postgres

Python

Python

Express

Express

Apollo

Apollo

Kafka

Kafka

Samza

Samza


Neural Networks

Neural Networks

 
 

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
 
 

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

 

AI/ML Professionals

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We can introduce you to the right person at Vise

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6

2

$55 M

Company was founded 2016 and it took almost 4 years (Dec 2020) to raise first external round

 
 

Date

Round

$ Raised

Investors

05/18/2021

Series C

$65 M

Ribbit Capital, Sequoia Capital

Date : 05/18/2021

Round: Series C

$ Raised: $65 M

Investors: Ribbit Capital, Sequoia Capital

12/16/2020

Series B

$45 M

Sequoia, Allen & Company LLC, , Greenoaks Capital

Date : 12/16/2020

Round: Series B

$ Raised: $45 M

Investors: Sequoia, Allen & Company LLC, , Greenoaks Capital

 

Investors

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Samir Vasavada


Samir Vasavada
CEO & Co-Founder

Runik Mehrotra


Runik Mehrotra
Co-founder & Chief Investment Officer

 
 

Potential Customers

Interested in what they do or partnership?

Learn more about how they work

Schedule a Call w/ Vise