Vise: Raises $65M in Series C Funding

  • Vise, a NYC-based AI-powered investment management platform built for advisors, raised $65m in Series C funding
  • The round, which brought total capital raised since founding to over $125m, was led by Ribbit Capital, with participation from existing investors Sequoia Capital
  • The company intends to use the funds to continue to expand operations and rollout of new product features
  • Founded by Samir Vasavada and Runik Mehrotra in 2016, Vise is an AI-powered investment management platform built for advisors
  • The platform gives financial advisors the tools and technology to create personalized portfolios, fully automating the investment management process
  • The company also completed the integration with major custodians and released several new product features for customers
Steve Sam
Steve Sam
Steve Sam is a financial reporter, analyst, and commentator with a strong focus on banking technology, digital payments, and the future of financial services.

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