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Vise logo — Vise is a platform that enables wealth firms to build, manag...

Vise

Vise is a platform that enables wealth firms to build, manage, and explain personalized portfolios at scale

Founded 2016 United States New York, United States 146 employees Series C Total: $128.00M AI, Financial Services +3

General Information

Company Name Vise
Founded Year 2016
Location United States New York, United States
Employees 146
Industries AI, Financial Services, Fintech +2
Funding Stage Series C
Social

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About Vise

Vise is a technology-powered asset manager that aims to revolutionize the financial advisory industry by helping advisors build, manage, and explain personalized portfolios. Founded in 2016, the company's mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling to their maximum potential. Vise is at the forefront of the industry-wide shift toward Wealth 3.0, which emphasizes personalized, automated portfolios over traditional mutual funds, ETFs, and index funds. With a strong focus on Financial Services, Fintech, Insurance, and Insurtech, Vise has garnered significant attention from investors. The company has successfully raised nearly $130 million in funding, with its latest $65.00M Series C investment led by prominent investors including Sequoia Capital, Founders Fund, Ribbit Capital, ethos, Human Capital, TQ Ventures, Northstar.VC, and GE32 Capital. This achievement speaks to the confidence and support Vise has attracted within the investment community. Based in the United States, with headquarters in New York, Vise has assembled a team of over 45 employees dedicated to driving the company's vision forward. With its innovative approach and strong backing, Vise is positioned as a compelling player in the evolving landscape of asset management and financial advisory services.

Business keywords: financial advisor, investment management, personalized portfolios, Wealth 3.0, automated portfolios, technology-powered, investment outcomes, scaling, Sequoia, Founders Fund, funding, startup, innovation

Funding Rounds & Investors (4)

View All
Funding Stage Amount Investors Lead Investors Date
Series C $65.00M 7
Ribbit Capital ethos Human Capital
Ribbit Capital, ethos +5
18 May 2021
Series B $45.00M 3
Greenoaks
Greenoaks, Michael Ovitz +1
15 Dec 2020
Series A $14.50M -
12 May 2020
Seed Round $3.50M -
15 May 2019

Vise Alternatives & Competitors

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Vise vs
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5nance.com
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Vise vs
Streetbeat
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FAQ About Vise

Vise is a platform that enables wealth firms to build, manage, and explain personalized portfolios at scale
Vise was founded in 2016.
Vise is headquartered in New York, United States.
Vise operates in AI, Financial Services, Fintech, Insurance and Insurtech. Its work centres on financial advisor, investment management, personalized portfolios and Wealth 3.0.
Vise has approximately 146 employees.
Vise has completed 4 funding rounds, raising a total of $128.00M. The latest funding stage is Series C.
Top alternatives and competitors to Vise include Seeds, 5nance.com, Streetbeat, AQUMON, Smartly. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Vise and Seeds are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Vise, https://www.bouncewatch.com/company/vise, updated 30 December 2024. When citing, please name BounceWatch and link this page.

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