Vise is an AI-driven investment management platform built for the modern financial advisor.

Vise automates investment management for financial advisors using artificial intelligence.

Vise was founded in 2016 by Samir Vasavada and Runik Mehrotra. The company is headquartered in New York, New York.


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 is backed by Sequoia Capital, Founders Fund, Bling Capital, Human Capital, Lachy Groom, Steve Chen, co-founder of YouTube and Jon Xu, co-founder of FutureAdvisor. The company raised $14.5M in a Series A round on May 12, 2020. This brings Vise's total funding to $16.5M to date.



  • Year founded: 2016
  • Funding Info: $16.5M over 2 Rounds (Latest Funding Type: Series A)
  • Yearly Revenue: NA
  • Employee Size: 51-200
  • Business Valuation: NA
  • City/Town: New York
  • State: New York
  • Country: United States
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