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Founded Year



Series C | Alive

Total Raised




Last Raised

$65M | 7 mos ago

Mosaic Score

+40 points in the past 30 days

What is a Mosaic Score?
The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.

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.

Vise Headquarter Location

One World Trade Center, Suite #84A

New York, New York, 10007,

United States

Latest Vise News

New York wealthtech Vise raises $65m, hits $1bn valuation

May 24, 2021

24th May 2021 New York-based investment management platform Vise has raised $65 million in a Series C funding round. The raise puts it at a valuation of over $1 billion. Led by Ribbit Capital, the round also saw participation from existing investor Sequoia Capital. Vise is on a “mission of creating financial freedom for everyone” “This latest round caps an incredible 12 months for Vise,” the company says. “Since our Series A round last May , we have increased our assets under management by more than 60x to over $250 million. And grown our team from just six employees to over 70.” The raised capital will help Vise advance its “mission of creating financial freedom for everyone”. Vise was founded in 2016 by Samir Vasavada and Runik Mehrotra. Its flagship platform uses artificial intelligence (AI) to automate investment management for financial advisors. The fintech says it has built a full-stack platform spanning the entire lifecycle of the advisor-client relationship. This includes designing custom indexes, managing the portfolio, and providing on-going intelligence. The money will go towards further platform enhancements, rolling out new product features and growing the team. “A key focus area will be continuing to scale the engineering function led by our chief technology officer Andrew Fong,” the company says.

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The CB Insights tech market intelligence platform analyzes millions of data points on venture capital, startups, patents , partnerships and news mentions to help you see tomorrow's opportunities, today.

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 4 Expert Collections, including Unicorns- Billion Dollar Startups.


Unicorns- Billion Dollar Startups

917 items


Artificial Intelligence

7,904 items

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



7,165 items

US-based companies


2018 Fintech 250

250 items

250 of the top fintech companies transforming financial services

Vise Web Traffic

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