Vise uses artificial intelligence to automate investment management for financial advisors. This company was founded by Samir Vasavada and Runik Mehrotra in 2016 and is headquartered in New York, NY. Vise has built a full-stack platform spanning the entire lifecycle of the advisor-client relationship, including designing custom indexes, managing the portfolio, and providing on-going intelligence.

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Vise investors also invested in these private companies

Sequoia Capital

Perplexity, Cerebras, ByteDance, Zipline, Stripe, Hugging Face, Wiz, Cohesity, ElevenLabs, The Boring Company

Greenoaks Capital

Canva, Wiz, SKIMS, Scale AI, Discord, Rippling, Addepar, Mysten Labs, Monad, Cockroach Labs

Founders Fund

Neuralink, Anduril, Stripe, Ripple, Scale AI, The Boring Company, Eat Just, Credit Karma, Gecko Robotics, Flock Safety

Great Oaks Venture Capital

Strava, Maven, SingleStore (MemSQL), Course Hero, SmithRx, Affinity, Moov Technologies, Workrise, Akido, Built Robotics

DuContra Ventures

Public, Vise

Team

Management Team

Andrew Fong

Chief Technology Officer

Runik Mehrotra

Co-Founder, Chief Investment Officer

Samir Vasavada

Co-Founder, Chief Executive Officer

Board Members

Ravi Gupta

Sequoia Capital

Frequently Asked Questions About Vise’s Stock

Can you buy Vise’s stock?

Vise is not publicly traded on NYSE or NASDAQ in the U.S. To buy Vise’s stock you need to be an accredited investor. Learn more about how to invest in the private market or register today to get started.

Can you sell Vise’s stock?

Yes, you can sell stock of a private company like Vise. Forge can help you sell your Vise stock in a way that works for you and the company. So if you are seeking liquidity, register with us today to get started.

What is Vise’s stock price?

Vise is a privately held company and therefore does not have a public stock price. However, you may access Vise’s private market stock price with Forge Data.

What is Vise’s stock ticker symbol?

Vise does not have an official ticker symbol because this company is not currently publicly traded.

Can institutional investors buy and sell private market stocks?

Yes. As one of the largest trading platform for the private market, Forge helps institutional investors seek liquidity as they buy and sell private stock for their portfolios or their clients. Our private market specialists have decades of experience working with institutional firms. Learn more or register today to get started.

News Highlights

InvestmentNews 05/26/2022

Fintech unicorn Vise partners with Morgan Stanley alum’s new RIA aggregator

Vestria Capital, which the former vice chairman of Morgan Stanley Wealth, Paul Hatch, launched in December for breakaway advisers, has signed an agreement to make Vise available to advisers on its network.

Insider 05/25/2022

Vise Turns to Smaller Wealth Firms to Supercharge Its Growth

Vise, a $1 billion fintech that helps financial advisors customize and automate investment portfolios, is looking to scale up by partnering with smaller wealth firms.

Techcrunch 05/18/2021

Fintech startup Vise raises $65 million in Series C led by Ribbit Capital – TechCrunch

Vise today announced a $65 million Series C financing round led by Ribbit Capital, with participation from existing investors, including Sequoia. The startup confirmed to TechCrunch that this round officially sent Vise into unicorn territory, with a $1 billion post-money valuation. The startup laun…

Frequently Asked Questions

Updated on: Apr 25, 2024

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