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Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia

Dec 15, 2020•almost 5 years ago

Amount Raised

$45 Million

Round Type

series b

New York

Description

Vise, the all-in-one AI-powered investment management platform for independent advisory practices to build and manage portfolios, today announced the close of its $45 million Series B funding round, bringing the total capital raised since Vise's founding to over $60 million. Sequoia Capital led the Series B with participation from Allen & Company, Founders Fund, and Greenoaks Capital and from Michael Ovitz and Nikesh Arora, CEO of Palo Alto Networks, who will be joining as advisors. Vise will use the funding to continue to build out and enhance its product and functionalities and to expand its team of world-class talent.

Company Information

Company

Vise

Location

New York, New York, United States

About

Vise is an investment portfolio management platform powered by artificial intelligence and built for the modern financial advisor. Founded by Samir Vasavada and Runik Mehrotra in 2016, Vise gives financial advisors the tools and technology to be more effective, efficient and intelligent resources for their clients. This includes fully automating the investment management process, creating highly customized portfolios, and providing insights on each investment decision. Vise is headquartered in New York. For more information, visit www.vise.com.

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