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Vise, Inc. is a New York-based AI investment platform that helps financial advisors build personalized client portfolios.
Founded in 2016 by Samir Vasavada and Runik Mehrotra and based in New York, US, Vise, Inc. offers an AI-powered investment platform for financial advisors. It builds personalized portfolios, provides insight into each investment decision and automates investment management. In May 2021 the company raised USD 65 million in a Series C led by Ribbit Capital, with Sequoia Capital and GE32 Capital participating, bringing total funding to USD 126.5 million at a USD 1 billion post-money valuation. Revenue comes from asset-based management fees and platform fees.
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