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Vise stock

Vise Stock


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Founded: 2016Funding to Date: $168M
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Vise operates a portfolio management platform that utilizes artificial intelligence to automate investment management for financial advisors. Its platform allows for the creation of personalized portfolios using individual securities, automated trading, and continuous rebalancing. This includes tailoring portfolios to client needs, managing these portfolios, and offering ongoing insights. Vise provides financial advisors with access to intelligent, customized investment technologies that aid their clients in achieving their financial objectives.

Investors include:
Sequoia Capital logo
Founders Fund logo
Further Key Investors:

Zachary Weinberg, Dorm Room Fund, S2 Capital, Contrary (San Francisco), Great Oaks Venture Capital, Ethos VC, Venture Initiation Program, Henrique Dubugras, Pedro Franceschi, Michael Ovitz, Lachy Groom, Bling Capital, TQ Ventures, BOND Capital (San Francisco), Steve Chen, Delian Asparouhov, Jon Xu, Manhattan West Asset Management, NFX, The MBA Fund, Nikesh Arora, Adrian Aoun, Mantis VC, DuContra Ventures, John Collison.

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