NEW YORK, NY, Vise, an AI-powered investment management platform built for advisors, has raised $65 million in Series C funding.
The latest round was led by Ribbit Capital, with participation from existing investors including Sequoia Capital. The Series C round brings the total capital raised since Vise's founding to over $125 million.
Vise is an AI-powered investment management platform built for advisors. Founded by Samir Vasavada and Runik Mehrotra in 2016, Vise gives financial advisors the tools and technology to grow their business and help clients achieve their goals. This includes creating highly personalized portfolios, fully automating the investment management process, and providing deep insights on each investment decision. By empowering advisors, Vise advances its mission of creating financial freedom for everyone. Vise is headquartered in New York. For more information, visit www.vise.com.
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