Search company, investor...
Vise company logo


Founded Year



Series C | Alive

Total Raised




Last Raised

$65M | 2 yrs ago

About Vise

Vise is a sub-advisor platform that harnesses the power of AI to create every client their own personalized portfolio of individual securities.

Headquarters Location

One World Trade Center, Suite #84A

New York, New York, 10007,

United States

Compete with Vise?

Ensure that your company and products are accurately represented on our platform.

Vise's Products & Differentiators

    Vise Portfolio Construction Engine

    Sleek interface that allows advisors to build personalized portfolios containing single securities and/or ETFs for every client.

Research containing Vise

Get data-driven expert analysis from the CB Insights Intelligence Unit.

CB Insights Intelligence Analysts have mentioned Vise in 1 CB Insights research brief, most recently on May 14, 2020.

Expert Collections containing Vise

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Vise is included in 5 Expert Collections, including Digital Health.


Digital Health

8,838 items

Startups recreating how healthcare is delivered


Unicorns- Billion Dollar Startups

1,201 items


Artificial Intelligence

9,442 items

This collection includes startups selling AI SaaS, using AI algorithms to develop their core products, and those developing hardware to support AI workloads.



7,565 items

US-based companies


Fintech 250

250 items

250 of the top fintech companies transforming financial services

Latest Vise News

RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios

Aug 26, 2022

Vise, the technology-powered asset manager that allows financial advisors to build custom portfolios in minutes, announced that RIAs Greenstone Wealth Management and CPR Financial and Insurance Services are using the Vise platform. The news comes at a time when advisors are craving more tech and automation to drive efficiency in their businesses. According to a recent Accenture study, 87 percent of advisors want to use more AI tools day-to-day. At the same time, consumers face a lot of potential uncertainty and need great financial advice and smart strategies more than ever. Having access to technology that can allow advisors to be more precise based on each client’s specific needs, and automate tax savings, is critical during this time. Greenstone Wealth Management is based in Forest City, IA, and is a financial planning business focused mainly on helping employees of local businesses save and plan for retirement. The firm manages over 130 client accounts and partnered with Vise as they were getting their business off the ground and realized they needed a solution to handle investment management. “My clients hire me because they don’t know investments,” said Greenstone President Taylor Wilson , who is also the sole financial advisor at the firm. “When you start showing them there are actual companies behind the single securities they are investing in, they start to lose the idea that stocks are just equity in a company and develop emotional ties to and newfound interest in their investments and the work I’m doing for them.” Prosper, TX-based CPR Financial and Insurance Services, an asset management firm, focuses on providing 401k plan solutions to businesses. Partnering with Vise has helped them add scale to the business as they’ve offloaded the intricacies of trading and investment management to the Vise platform. The firm, founded by Charles Rosen in 2008, manages about 500 clients with only four advisors on staff, a level of efficiency Rosen says they’ve achieved by combining the right tech with the right staff. “Our clients like Greenstone and CPR are the reason I’m excited to get up and come to work every day,” said Vise Co-founder and CEO Samir Vasavada. “We’re looking forward to continuing to work with RIA clients of all shapes and sizes to grow their businesses by using technology to manage assets in a more personalized and automated way.”

Vise Web Traffic

Page Views per User (PVPU)
Page Views per Million (PVPM)
Reach per Million (RPM)
CBI Logo

Vise Rank

Vise Frequently Asked Questions (FAQ)

  • When was Vise founded?

    Vise was founded in 2016.

  • Where is Vise's headquarters?

    Vise's headquarters is located at One World Trade Center, Suite #84A, New York.

  • What is Vise's latest funding round?

    Vise's latest funding round is Series C.

  • How much did Vise raise?

    Vise raised a total of $126.55M.

  • Who are the investors of Vise?

    Investors of Vise include Sequoia Capital, Ribbit Capital, Greenoaks Capital Management, Michael Ovitz, Allen & Company and 19 more.

  • Who are Vise's competitors?

    Competitors of Vise include SkopeAI, O'Shaughnessy Asset Management, Betterment, OpenInvest , Fundment and 8 more.

  • What products does Vise offer?

    Vise's products include Vise Portfolio Construction Engine and 1 more.

  • Who are Vise's customers?

    Customers of Vise include Greenstone Wealth Management and CPR Financial.

Compare Vise to Competitors

Addepar Logo

Addepar is a financial operating system that aims to bring common sense and ethical, data-driven investing to the financial world. Addepar gives advisors and their clients a clearer financial picture at every level, all in one place, and handles all types of assets denominated in any currency. With customizable reporting, financial advisors can visualize and communicate relevant information to anyone who needs it.

Ellevest Logo

Ellevest is a federally registered investment advisor that offers a digital investment platform for women with a practical, goals-based approach. Ellevest projections and investment recommendations take into account longer lifespans and salary curves that are unique to women. It was founded in 2014 and is based in New York, New York.

Orion Advisor Tech Logo
Orion Advisor Tech

Orion Advisor Tech is a financial technology solution company. The company offers performance reporting, trading and rebalancing, tax lot accounting, advisory fee billing, portfolio management system, mobile apps, CRM integration, financial planning integration, and new account opening.

d1g1t Logo

d1g1t is a digital wealth management platform powered by analytics that provides portfolio management services and risk reporting to advisors and their individual investors.

Guideline Logo

Guideline is the 401(k) provider of choice for small businesses. Its software automates the heavy lifting involved in offering a 401(k) plan—administration, record keeping, compliance testing, reporting and disclosures, and investment management—so employers can focus on what’s most important: their business and its employees. Guideline also doesn’t charge employees any fees on investments. For employers, Guideline offers monthly pricing, in contrast to the asset-based fee model predominant in the industry.

Advisor360 Logo

Advisor360 is a wealth technology company providing a financial advisory platform capable of CRM, performance reporting, financial planning, trading, model management and rebalancing, operations and workflow, analytics, and document imaging.

Discover the right solution for your team

The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.

Request a demo

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.