When was Vise founded?

Vise was founded in 2016 and became a unicorn in 2021, reaching the milestone in 5 years. It raised its 1st funding round 4 years after its incorporation.

Where is Vise located?

Vise is headquartered in New York City, United States. It is registered at 521 Broadway New York, NY 10012.

Who is the current CEO of Vise?

Samir Vasavada of Vise. They have also founded 1 company and are angel investors in 2 startups.

Which legal entities is Vise associated with?

Vise is associated with VISE TECHNOLOGIES, INC..

How many employees does Vise have?

As of Sep 30, 2026, the latest employee count at Vise is 196.

Is Vise a funded company?

Vise is a funded company, having raised a total of $172M across 3 funding rounds to date. The company's 1st funding round was a $16.1M Series A round, raised on May 12, 2020.

How much is Vise worth?

The latest valuation of Vise is $700M as of Dec 31, 2023.

When was the latest funding round of Vise?

Vise's latest funding was a $111M Series C round on May 18, 2021, with participation from 2 investors.

Is Vise a Investment Tech company?

The primary sector of Vise is Investment Tech.

Where does Vise rank among its competitors?

Vise ranks 1st amongst 410 active competitors, of which 60 are funded. It stands 1st in terms of total funding among its competitors. The most recent competitor to raise funding was bunch, which secured $35M in May, 2026.

Who are the top competitors of Vise?

Vise's top competitors include bunch, PureFacts and getquin. Among them, bunch secured the most recent funding round in May, 2026.

Vise - 2026 Company Profile, Team, Funding & Competitors

Vise is a series C company based in New York City (United States), founded in 2016 by Samir Vasavada and Runik Mehrotra. It operates as a Provider of automated investment management software for wealth firms. Vise has raised $172M in funding from Sequoia Capital and Ribbit Capital, with a current valuation of $700M. The company has 410 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 operate in

Vise serves in the FinTech market segments.The primary business model of Vise is:

FinTech > Investment Tech > ***** **** > ***** ******

Company Details

Provider of automated investment management software for wealth firms. This platform enables financial advisors to build personalized portfolios, execute tax-loss harvesting, and manage rebalancing across client accounts. It integrates with existing custodial systems to support direct indexing, fixed income strategies, and model management. The technology automates daily trading and reporting tasks to assist firms in scaling operations while maintaining individual client investment strategies.

Website: vise.com
Social
Phone Number: +1 **********
Registered Address: 521 Broadway New York, NY 10012

Key Metrics

Founded Year

2016

Location

New York City, United States

Stage

Series C

Total Funding

$172M in 3 rounds

Latest Funding Round

Series C, May 18, 2021, $111M

Post Money Valuation

$700M as on Dec 31, 2023

Investors

Sequoia Capital & 27 more

Ranked

1^st among 410 active competitors

Employee Count

196 as on Sep 30, 2026

Similar Companies

bunch & 412 more

View Vise's full profile

Vise is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Reports
VISE TECHNOLOGIES, INC. CIN: 6140563 , United States, Active	Oct 27, 2016	-	-	-

Vise 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 has 23 institutional investors and 5 angel investors.

Here is the list of recent funding rounds of Vise:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
May 18, 2021	$111M	Series C	$1B	-	Ribbit Capital	Sequoia Capital
Dec 15, 2020	$45M	Series B	-	-	Sequoia Capital	Greenoaks, Allen & Company, Founders Fund, Michael Ovitz, Nikesh Arora
May 12, 2020	$16.1M	Series A	-	-	Sequoia Capital	Founders Fund, Bling Capital, Lachy Groom, Steve Chen, Jon Xu, Human Capital

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View details of Vise's funding rounds and investors

The founders of Vise are Samir Vasavada and Runik Mehrotra. Samir Vasavada is the CEO of Vise.

Here are the details of Vise's key team members:

Samir Vasavada: Co-Founder & CEO of Vise. 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. They serve on the board of 1 company.
Contact Info: 1 email address

Vise's Board of Directors

Vise'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's board of directors:

Name	Type	Representing	Status	Duration
Samir Vasavada	Independent board member	-	Current	6y 5m
Shaun Maguire	Independent board member	-	Current	6y 5m
Meyer Micky Malka	Independent board member	-	Current	5y 4m
Runik Mehrotra	Independent board member	-	Current	6y 5m
Ravi Gupta	Independent board member	-	Current	5y 4m
Shahriar Hafizi	Independent board member	-	Current	5y 4m

View details of Vise's Founder profiles and Board Members

Vise's employee count trend

Vise has 196 employees as of Sep 26. Here is Vise's employee count trend over the years:

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Top competitors of Vise include bunch, PureFacts and getquin. Here is the list of Top 10 competitors of Vise, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Vise 2016, New York City (United States), Series C	Provider of automated investment management software for wealth firms	$172M	Allen & Company, Bond Capital & 26 others	71/100
2nd	bunch 2021, Berlin (Germany), Series B	Online platform for portfolio management	$58M	Portage, FinTech Collective & 10 others	68/100
3rd	PureFacts 2010, Toronto (Canada), Acquired	CRM solutions for wealth managers	$61M	Scotiabank, Canadian Business Growth Fund ... & 2 others	67/100
4th	getquin 2020, Berlin (Germany), Series A	Portfolio management software	$16.2M	Portage, Motive Partners & 12 others	64/100
5th	Nitrogen Wealth 2011, Auburn (United States), Acquired	Client engagement solutions for wealth management firms	$23.7M	FTV Capital, HgCapital Trust & 4 others	64/100
6th	SMArtX 2010, West Palm Beach (United States), Series D	Managed accounts technology innovator modernizing financial services with cloud-based solutions	$39.7M	IA Capital Group, ManchesterStory Group & 2 others	63/100
7th	GeoWealth 2010, Chicago (United States), Series C	Advisory & Wealth management solutions	$118M	BlackRock, Kayne Anderson & 4 others	61/100
8th	SnapTrade 2014, Fredericton (Canada), Acquired	Provider of API enabling brokerage account connectivity for data and trading	$7.5M	Valar Ventures, Citi Ventures & 3 others	60/100
9th	Jacobi 2014, San Francisco (United States), Series A	Cloud-based portfolio design platform	$25.6M	QIC, CE Innovation Capital & 8 others	60/100
10th	Tidal Financial Group 2012, New York City (United States), Series C	Technology platform facilitating the creation, operation and growth of ETFs	$32M	FTV Capital, FinRebel & 1 others	58/100