Vise
PrivateLast Round
Series C
May 18, 2021
Est. Valuation
$1B
Total Funding Raised
$126.52M
Company Overview
Vise is a financial technology company that offers an AI-driven portfolio management platform to automate investment management for financial advisors.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Vertical SaaS, ML Platforms
Business Model
B2B
Customer Profile
Revenue Share, Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Vise Comps
Public and private peers based on sector, stage, and business model.
Vise Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series C | May 18, 2021 | ||||
| Series B | Dec 15, 2020 | ||||
| Series A | May 12, 2020 |
Key People
Founding team and executive leadership
Vise Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Human Capital | Series A, Series B |
| Allen & Company | Series B |
| Greenoaks Capital Partners | Series B |
| Bollinger Investment Group | Series B |
| Allen & Company | Series B |
| Gaingels | Series C |
| Founders Fund | Series A, Series B, Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 1, 2025
Second iteration of the Vise Platform has launched.
- May 18, 2021
$65M round with $1B post-money valuation.
Vise Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Vise's valuation, stock price, and market status.
