VISE
Vise automates investment management for financial advisors using artificial intelligence. Vise has built a full-stack platform spanning the entire lifecycle of the advisor-client relationship, including designing personalized portfolios for clients, managing portfolios, and providing on-going intelligence. By doing so, Vise helps financial advisors focus on their most valuable resource -- their client relationships. Vise was founded in 2016 by Samir Vasavada and Runik Mehrotra in New York, New York.
VISE
Industry:
Artificial Intelligence (AI) Financial Services FinTech Insurance InsurTech
Founded:
2016-10-01
Address:
New York, New York, United States
Country:
United States
Website Url:
http://www.vise.com
Total Employee:
101+
Status:
Active
Contact:
+1 646 374 0888
Total Funding:
128 M USD
Technology used in webpage:
Domain Not Resolving SPF Amazon Google Apps For Business Amazon Virginia Region Amazon Route 53 Amazon S3 CDN DMARC Nginx 1.14 Slack
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Current Advisors List
Board_member
Board_member
Current Employees Featured
Samir Vasavada Co-Founder & CEO @ Vise
Co-Founder & CEO
2016-10-03
Runik Mehrotra Co-founder and Chief Investment Officer @ Vise
Co-founder and Chief Investment Officer
Yoonie Kim VP of People @ Vise
VP of People
2020-06-02
Niki Sri-Kumar VP of Product @ Vise
VP of Product
2020-07-03
Zoran Basich Head Of Content @ Vise
Head Of Content
2022-02-01
Tyler Green Senior Engineering Manager @ Vise
Senior Engineering Manager
2020-04-01
Kelly Leyden Chief People Officer @ Vise
Chief People Officer
2021-07-01
Dave Twardowski Vice President and Head of Investment Strategy @ Vise
Vice President and Head of Investment Strategy
Robert Nance Sales @ Vise
Sales
2020-01-01
Founder
Investors List
Sequoia Capital
Sequoia Capital investment in Series C - Vise
GE32 Capital
GE32 Capital investment in Series C - Vise
Ethos VC
Ethos VC investment in Series C - Vise
Ribbit Capital
Ribbit Capital investment in Series C - Vise
Human Capital
Human Capital investment in Series C - Vise
TQ Ventures
TQ Ventures investment in Series C - Vise
northstar.vc
northstar.vc investment in Series C - Vise
Michael Ovitz
Michael Ovitz investment in Series B - Vise
Sequoia Capital
Sequoia Capital investment in Series B - Vise
Greenoaks
Greenoaks investment in Series B - Vise
Key Employee Changes
Date | New article |
---|---|
2021-01-20 | Vise Appoints Former Dropbox Executive As Chief Technology Officer |
Official Site Inspections
http://www.vise.com Semrush global rank: 1.82 M Semrush visits lastest month: 12.16 K
- Host name: 76.76.21.21
- IP address: 76.76.21.21
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago

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