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 gives financial advisors the tools and technology to grow their business and help clients achieve their goals. This includes creating highly personalized portfolios, fully automating the investment management process, and providing deep insights on each investment decision.


Vise's platform also guides investment advisors through talking points on the justifications behind each portfolio decision. The company has a growing number of customers, notable firms include, Aurelien Capital Partners, Barber Financial Group, and Hexagon Capital Partners.


Vise is backed by Sequoia Capital, Founders Fund, Ribbit Capital, Allen & Company, Bling Capital, Human Capital, Greenoaks Capital and others. The company raised $65M in Series C round on May 18, 2021. This brings Vise's total funding to $126.5M to date.



  • Year founded: 2016
  • Funding Info: $126.5M over 4 Rounds (Latest Funding Type: Series C)
  • Yearly Revenue: NA
  • Employee Size: 51-200
  • Business Valuation: NA
  • City/Town: New York
  • State: New York
  • Country: United States
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