Vise
Founded Year
2016Stage
Series C | AliveTotal Raised
$126.55MValuation
$0000Last Raised
$65M | 3 yrs agoMosaic Score The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.
-99 points in the past 30 days
About Vise
Vise is a technology-powered asset manager focused on providing automated investment portfolio management services for financial advisors. The company offers a platform that enables the building, managing, and explaining of personalized investment portfolios at scale, leveraging artificial intelligence for financial insights and efficiency. Vise primarily serves the wealth management industry, offering solutions that help advisors scale their businesses without sacrificing personalization. Vise was formerly known as Artificial Intelligence Labs. It was founded in 2016 and is based in New York, New York.
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Vise's Product Videos
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ESPs containing Vise
The ESP matrix leverages data and analyst insight to identify and rank leading companies in a given technology landscape.
The investment portfolio construction & optimization market uses data-driven algorithms and analytics to help financial professionals optimize portfolio composition, risk management, and returns. Solutions in this market take into account various factors such as asset allocation, risk tolerance, market trends, and investment goals to craft tailored portfolios for clients. These solutions facilitat…
Vise named as Challenger among 12 other companies, including Betterment, Qraft Technologies, and YieldX.
Vise's Products & Differentiators
Vise Portfolio Construction Engine
Sleek interface that allows advisors to build personalized portfolios containing single securities and/or ETFs for every client.
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Research containing Vise
Get data-driven expert analysis from the CB Insights Intelligence Unit.
CB Insights Intelligence Analysts have mentioned Vise in 2 CB Insights research briefs, most recently on Sep 27, 2024.
Oct 6, 2023
The AI in wealth management market mapExpert Collections containing Vise
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
Vise is included in 4 Expert Collections, including Unicorns- Billion Dollar Startups.
Unicorns- Billion Dollar Startups
1,249 items
Fintech
9,304 items
Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.
Fintech 100
250 items
250 of the most promising private companies applying a mix of software and technology to transform the financial services industry.
Artificial Intelligence
6,858 items
Latest Vise News
Jun 28, 2024
Posted on 28th June 2024 by Harry Samir Vasavada is the Co-Founder & CEO of Vise , a technology-powered asset manager. Samir and his co-founder, Runik founded Vise from the Midwest at 16 years old. They bootstrapped the company before dropping out of high school and raising $128M in just 6 months from some of the best including Sequoia Capital and Founders Fund . The company achieved unicorn status when the pair turned 20 years old, making them the youngest founders of a $BN company at the time. The Biggest Hiring Mistakes That Broke Us: Why is hiring people who come with a playbook one of the most damaging things you can do? Why is it impossible to build a remote company that performs the same as in person? Why is it the worst thing to hire people who have a reputation they are obsessed with maintaining? Why do you never want to hire people who join because of who your investors are? Why does Samir regret not firing people faster? How much time is enough time to know? Why is hiring in a hot market one of the most dangerous things you can do? 2. Fundraising: 3 Rounds and $126M in 6 Months: Does Samir regret raising so much money so soon in the company life? What did Samir do that he regrets doing, having had so much money so early? How did the need for free food at an event lead to a term sheet and $50M from Sequoia? Did Samir feel that he could talk to investors when things were going really badly? Why does Samir believe that liquidation preference matters more than valuation? 3. The Depression, The Pressure and Wisdom From Jensen Huang: What did Jensen Huang teach Samir when it comes to wealth and leadership? How did Samir deal with the pressure of raising $126M in 6 months and being the youngest unicorn founder, ever at the time? Was Samir hurt when people he thought were his friends, no longer stuck with him when the company was no longer “hot”? What was Samir’s darkest time? How did he overcome and get out of it? Does Samir blame his parents for the pressure they put on him from such a young age? Want the latest 20VC insights? Get all of the insights from of our latest epsiodes and more in our monthly newsletter. All venture, no spam. Leave this field empty if you're human: Latest Posts
Vise Frequently Asked Questions (FAQ)
When was Vise founded?
Vise was founded in 2016.
Where is Vise's headquarters?
Vise's headquarters is located at 521 Broadway, New York.
What is Vise's latest funding round?
Vise's latest funding round is Series C.
How much did Vise raise?
Vise raised a total of $126.55M.
Who are the investors of Vise?
Investors of Vise include Sequoia Capital, Ribbit Capital, Nikesh Arora, Allen & Company, Sand Hill Capital and 19 more.
Who are Vise's competitors?
Competitors of Vise include aisot, Pebble, O'Shaughnessy Asset Management, Betterment, OpenInvest and 7 more.
What products does Vise offer?
Vise's products include Vise Portfolio Construction Engine and 1 more.
Who are Vise's customers?
Customers of Vise include Greenstone Wealth Management and CPR Financial.
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Compare Vise to Competitors
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BetaSmartz specializes in digital investment management and offers a suite of business-to-business SaaS solutions within the wealth and asset management fintech sector. The company provides a complete range of customizable, white-labeled applications that span digital and automation solutions across the front, middle, and back office functions. BetaSmartz's technology enables financial institutions to manage investments, operations, and client engagement more effectively through intuitive multi-user consoles and access to a range of global investment products. It was founded in 2016 and is based in Singapore.
Addepar operates as a technology and data company specializing in investment management software for the financial services sector. The company offers a platform that aggregates portfolio, market, and client data to facilitate informed investment decisions and reporting. Addepar's solutions cater to wealth managers, family offices, private banks, and broker-dealers, providing tools for scenario modeling, financial forecasting, trade rebalancing, and billing and fee tracking. It was founded in 2009 and is based in Mountain View, California.
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