Total Funding
36
55
Total FundingSeries C raised
Growth Score
3 pts
Heat Score
-9 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Vise is an AI-driven investment management platform for financial advisors.
- Samir Vasavada: Co-Founder & CEOPast Role: AI Labs, Co-Founder & CEO
- Runik Mehrotra: Co-founder and Chief Investment OfficerPast Role: AI Labs, Co-Founder & CTO
About the Company
Vise automates investment management for financial advisors using artificial intelligence. Vise has built a full-stack platform spanning the entire lifecycle of the advisor-client relationship, including designing personalized portfolios for clients, managing portfolios, and providing on-going intelligence. By doing so, Vise helps financial
advisors focus on their most valuable resource -- their client relationships.
Vise was founded in 2016 by Samir Vasavada and Runik Mehrotra in New York, New York.
