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Unattributed VC | Alive

Total Raised


Last Raised

$8.61M | 1 yr ago

About vWise

vWise is a developer of rich-media internet applications based upon its E3 (E-Cubed) architecture. Its SmartPlan Enterprise solution, which serves the defined contribution markets, and its SmartHealth solution, which serves the employee benefits market, use a mix of video and interactive technologies to help people better understand complex information and make personalized choices.

Headquarters Location

85 Enterprise Suite 320

Aliso Viejo, California, 92656,

United States


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Latest vWise News

vWise Unveils New Brand Identity to Showcase Expanded Technology

Jun 22, 2022

Platform delivers personalized user experiences that drive engagement and adoption of complex financial products at scale vWise, a leading provider of technology solutions for the retirement industry, announces a new brand identity to align with the recent expansion of its platform. The new brand identity reflects the evolution of the platform and the company’s mission to empower financial services organizations to leverage technology and hyper-personalization to drive adoption of financial products, increase employee engagement and improve investor outcomes. vWise’s Digital Experience Platform (DXP) elegantly combines the latest technology, UX/UI design, data transformation capabilities and marketing automation to enable financial product manufacturers to personalize customer engagement at scale. The DXP delivers targeted, hyper-personalized user experiences that help investors say “yes” to products available both inside and outside of their workplace retirement plan, such as professionally managed accounts, IRA and 401(k) rollovers, lifetime income products and catch-up contributions. To reflect this next evolution of vWise’s technology and mission, the company launched a new logo, tagline, brand identity and website. “Connect to yes,” represents the success financial service providers attain when using the vWise DXP to complement their investor engagement, education and adoption programs. “Our brand refresh represents the significant transformation of our platform and the new capabilities we now offer. After examining the success our clients had with our workplace retirement plan solutions, we found we were in a unique position to also contribute to their success across a wide range of financial product lines – 529s, HSAs, 401(k) roll-ins, voluntary and force-out IRAs, financial wellness –that help investors throughout their entire financial journey,” commented David Ferrigno, Chief Executive Officer of vWise. “While there is a proliferation of great investment products designed to meet a broad range of consumer needs, driving adoption of these products at scale requires increased digitization and personalization. We’ve greatly expanded our technology over the last two years and are excited and proud to offer leading-edge data capabilities and solutions.”

vWise Web Traffic

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vWise Frequently Asked Questions (FAQ)

  • Where is vWise's headquarters?

    vWise's headquarters is located at 85 Enterprise, Aliso Viejo.

  • What is vWise's latest funding round?

    vWise's latest funding round is Unattributed VC.

  • How much did vWise raise?

    vWise raised a total of $14.99M.

  • Who are the investors of vWise?

    Investors of vWise include Mosaik Partners and Paycheck Protection Program.

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