Vise Financial - About the company
Vise Financial is a series C company based in New York (United States), founded in 2016 by Samir Vasavada and Runik Mehrotra. It operates as an AI-based portfolio management solutions. Vise Financial has raised $172M in funding from Sequoia Capital and Ribbit Capital, with a current valuation of $1B. The company has 382 active competitors, including 60 funded and 39 that have exited. Its top competitors include companies like bunch, PureFacts and getquin.
Sectors and market segments that Vise Financial operate in
Vise Financial serves in the FinTech market segments.The primary business model of Vise Financial is:Company Details
Vise offers AI-based portfolio management solutions. It provides tools and algorithms to build customized portfolios, automate investment management, minimize risks, financial planning, back-testing & simulating strategies in market conditions, tax-efficient trades, and more.
- Website
- vise.com
- Social
- Phone Number
- +1 **********
- Registered Address
- Rīga, Brīvības iela 168 - 8
Key Metrics
Founded Year
2016
Location
New York, United States
Stage
Series C
Total Funding
$172M in 3 rounds
Latest Funding Round
Post Money Valuation
$1B as on Dec 14, 2024
Investors
Ranked
1st among 382 active competitors
Employee Count
194 as on Aug 31, 2026
Legal entities associated with Vise Financial
Vise Financial is associated with 2 legal entities given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Documents |
|---|---|---|---|---|
VISE TECHNOLOGIES, INC. CIN: 6140563 , United States, Active | Oct 27, 2016 | - | - | - |
VISE CIN: 40103851958 , Latvia, Active | Dec 05, 2014 | €0 - €1M (As on Dec 31, 2020) | 7 (As on Dec 31, 2020) | - |
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Vise Financial's funding and investors
Vise Financial has raised a total funding of $172M over 3 rounds. Its first funding round was on May 12, 2020. Its latest funding round was a Series C round on May 18, 2021 for $111M. 2 investors participated in its latest round. Vise Financial has 23 institutional investors and 5 angel investors.
Here is the list of recent funding rounds of Vise Financial:
Date of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
May 18, 2021 | $111M | Series C | $1B | - | ||
Dec 15, 2020 | $45M | Series B | - | - | ||
May 12, 2020 | $16.1M | Series A | - | - |
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Vise Financial's founders and board of directors
Founder? Claim ProfileThe founders of Vise Financial are Samir Vasavada and Runik Mehrotra. Samir Vasavada is the CEO of Vise Financial.
Here are the details of Vise Financial's key team members:
- Samir Vasavada: Co-Founder & CEO of Vise Financial. They are also an angel investor in 2 startups and serve on the board of 1 company.Contact Info: 1 email address
- Runik Mehrotra: Co-Founder & Chief Investment Officer of Vise Financial. They serve on the board of 1 company.Contact Info: 1 email address
Vise Financial's Board of Directors
Vise Financial's board has 6 active members. Samir Vasavada, Shaun Maguire, Meyer Micky Malka, Runik Mehrotra, Ravi Gupta and Shahriar Hafizi are independent board members.Here is the list of Vise Financial's board of directors:
Name | Type | Representing | Status | Duration |
|---|---|---|---|---|
Independent board member | - | Current | 6y 4m | |
Independent board member | - | Current | 6y 4m | |
Independent board member | - | Current | 5y 3m | |
Independent board member | - | Current | 6y 4m | |
Independent board member | - | Current | 5y 3m | |
Independent board member | - | Current | 5y 3m |
View details of Vise Financial's Founder profiles and Board Members
Vise Financial's employee count trend
Vise Financial has 194 employees as of Aug 26. Here is Vise Financial's employee count trend over the years:
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Vise Financial's Competitors and alternates
Top competitors of Vise Financial include bunch, PureFacts and getquin. Here is the list of Top 10 competitors of Vise Financial, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Vise Financial 2016, New York (United States), Series C | AI-based portfolio management solutions | $172M | 69/100 | |
2nd | Online platform for portfolio management | $58M | 67/100 | ||
3rd | CRM solutions for wealth managers | $61M | 65/100 | ||
4th | Portfolio management software | $16.2M | 64/100 | ||
5th | Provider of API enabling brokerage account connectivity for data and trading | $7.5M | 61/100 | ||
6th |  SMArtX 2010, West Palm Beach (United States), Series D | Managed accounts technology innovator modernizing financial services with cloud-based solutions | $39.7M | 61/100 | |
7th |  Opto Investments 2020, New York City (United States), Series A | Online platform provides software solutions for financial advisors | $145M | 60/100 | |
8th |  CAIS 2009, New York City (United States), Series D | Platform offering financial planning and advisory solutions for wealth managers | $904M | 60/100 | |
9th |  Nitrogen Wealth 2011, Auburn (United States), Acquired | Client engagement solutions for wealth management firms | $23.7M | 59/100 | |
10th |  Tidal Financial Group 2012, New York City (United States), Series C | Technology platform facilitating the creation, operation and growth of ETFs | $32M | 58/100 |
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Vise Financial's Investments and acquisitions
Vise Financial has made no investments or acquisitions yet.
Reports related to Vise Financial
Here is the latest report on Vise Financial's sector:
News related to Vise Financial
Filter this listMedia has covered Vise Financial for a total of 119 events in the last 1 year, 110 of them have been about company updates and 3 about partnerships.
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Vise Partners With Bitwise to Introduce Crypto Model Portfolios for AdvisorsGlobal Fintech Series•Sep 25, 2026•Bitwise, Vise Financial
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AI Wealth Management Platform Vise Leases 12K SF Office Space in NYC's Meatpacking DistrictCommercial Observer•Aug 12, 2026•Vise Financial
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Vise Introduces the First of Its Kind Fully Customizable Long Short StrategyBusiness Wire•Dec 17, 2025•Vise Financial
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Vise Technologies Inc. Makes New $330,000 Investment in Macy's, Inc. $MMarketBeat•Nov 18, 2025•Vise Financial, Macy's, WBI
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Vise Technologies Inc. Makes New Investment in Markel Group Inc. $MKLMarketBeat•Nov 17, 2025•Vise Financial, , Journey Strategic Wealth
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Vise Technologies Inc. Acquires Shares of 3,142 Raymond James Financial, Inc. $RJFMarketBeat•Nov 17, 2025•Vise Financial, Raymond James, MUFG, PA.GOV and 2 others
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