Using Artificial Intelligence-driven research to revolutionize the way financial advisors manage investments
Location: United States, New York
Employees: 51-200
Phone: +1 415-737-5666
Total raised: $124.5M
Founded date: 2016
Investors 12
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Funding Rounds 3
| Date | Series | Amount | Investors |
| 18.05.2021 | Series C | $65M | Sequoia Ca... |
| 15.12.2020 | Series B | $45M | Sequoia Ca... |
| 13.05.2020 | Series A | $14.5M | Sequoia Ca... |
Mentions in press and media 19
| Date | Title | Description |
| 17.07.2024 | US-based AI startups that raised over $100 million in funding in 2024 | ETtech Venture capital investors cannot get enough of the growing artificial intelligence (AI) wave, with startups in the US roping in big funding in the first half of 2024. Even as Indian AI startups saw a dip in funding, those in the US d... |
| 28.09.2023 | Vise Intelligence is a new AI to assist — not replace — financial advisors | VentureBeat presents: AI Unleashed - An exclusive executive event for enterprise data leaders. Network and learn with industry peers. Learn More Of all the industries rushing to embrace generative AI, it seems odd that we haven’t heard — no... |
| 30.11.2022 | Startup Uses AI To Deliver Custom Investment Portfolios And Usher In "wealth 3.0" | Stock MarketAdobeStock_110444731 |
| 19.05.2021 | AI enhanced Investment Management Provider Vise Secures $65M via Series C led by Ribbit Capital, Sequoia Capital | Vise, an AI-enhanced investment management platform, has secured $65 million in capital through a Series C round that was led by Ribbit Capital and also saw participation from Sequoia Capital. Established in 2016, Vise leverages artificial ... |
| 18.05.2021 | Fintech startup Vise raises $65 million in Series C led by Ribbit Capital | Vise today announced a $65 million Series C financing round led by Ribbit Capital, with participation from existing investors, including Sequoia. The startup confirmed to TechCrunch that this round officially sent Vise into unicorn territor... |
| 18.05.2021 | Vise : Raises $65 Million in Series C Round | NEW YORK, May 18, 2021 /PRNewswire/ -- Vise, an AI-powered investment management platform built for advisors, today announced it has raised $65 million in Series C funding. The latest round was led by Ribbit Capital, with participation from... |
| 18.05.2021 | Vise Raises $65 Million in Series C Round | NEW YORK, May 18, 2021 /PRNewswire/ -- Vise, an AI-powered investment management platform built for advisors, today announced it has raised $65 million in Series C funding. The latest round was led by Ribbit Capital, with participation from... |
| 18.05.2021 | Vise Raises $65M in Series C Funding | Vise, a NYC-based AI-powered investment management platform built for advisors, raised $65m in Series C funding. The round, which brought total capital raised since founding to over $125m, was led by Ribbit Capital, with participation from ... |
| 19.01.2021 | Fintech startup Vise brings on Andrew Fong (formerly Dropbox) as CTO | Vise, a fintech firm that focuses on helping financial advisors rather than automating them out of existence, has today announced that it is bringing on Andrew Fong as its chief technology officer. Fong hails from Dropbox, where he served a... |
| 17.12.2020 | Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia | Vise, the all-in-one AI-powered investment management platform for independent advisory practices to build and manage portfolios, announced the close of its $45 million Series B funding round, bringing the total capital raised since Vise’s ... |
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