Vise

📍 New York, United States🗓 Founded 2016👥 165 employees💰 Last funded Sep 2023
Investment Management🌐 vise.com
Website LinkedIn
Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale. 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. Backed by investors like Sequoia, and Founders Fund, Vise has raised nearly $130 million since its founding in 2016. The company has over 45 employees based across the U.S. with headquarters in New York.
6
Total investors
1
Early stage
4
Mid stage
1
Late stage
2016
Founded

Investors

6 investors
All
Early stage
Mid stage
Late stage
Investor geography1 country
United States
6
Investor activity2018–2023 · investors recorded per year
20181201912020320231
Recent (last 2y)Earlier
Frequently asked questions
Who invested in Vise?
Vise has 6 investors on record on gritt.io, including 1 early-stage backers, 4 mid-stage and 1 late-stage investors.
When did Vise last raise funding?
The most recent investment in Vise recorded on gritt.io was in September 2023.
When was Vise founded?
Vise was founded in 2016.
What industry is Vise in?
Vise operates in Investment Management. Find similar Investment Management investors on gritt.io.
Where is Vise based?
Vise is headquartered in New York, United States.