Vise

Software for financial advisors to build, manage, and explain personalized portfolios.

About

Founded

2016

Headquarters

New York, New York

Industry

Fintech

Company Description

Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios. Vise’s mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling to their maximum potential. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios.

Quick Links

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Funding

Total Raised

$128 million

Valuation

$1 billion

Significant Investors

Sequoia Capital, Ribbit Capital, BOND, Founders Fund, Bling Capital, Canvas Ventures

Company Traction

Between December 2020 and May 2021, Vise’s assets under management grew by 4x to $250 million, and client accounts grew by more than 2x.

Leadership Team

Samir Vasavada: Co-Founder & CEO of Vise.

Runik Mehrotra: Co-Founder & Chief Investment Officer of Vise.

Dimple Anderson: Chief Compliance Officer at Vise. Former Senior Director, Chief Compliance Officer, Securities & Investment Advice at SoFi.

Jimmy Pandhi: CFO at Vise. Former Director of Investor Relations at Evercore.‍

Antonio Gonzalez: VP of Engineering at Vise. Former Software Development Manager at Amazon.

Press

TechCrunch (May 18, 2021): Fintech startup Vise raises $65 million in Series C led by Ribbit Capital

Fortune (December 15, 2020): Vise, a company founded by two high school graduates, raises $45 million in funding with Sequoia at the helm