Vise (AI, Financial Services) — Funding, Investors & Signals 2026

Vise

Vise is a platform that enables wealth firms to build, manage, and explain personalized portfolios at scale

Founded 2016

New York, United States 146 employees Series C Total: $128.00M AI, Financial Services +3

Vise is a technology-powered asset manager that aims to revolutionize the financial advisory industry by helping advisors build, manage, and explain personalized portfolios. Founded in 2016, the company's mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling to their maximum potential. Vise is at the forefront of the industry-wide shift toward Wealth 3.0, which emphasizes personalized, automated portfolios over traditional mutual funds, ETFs, and index funds. With a strong focus on Financial Services, Fintech, Insurance, and Insurtech, Vise has garnered significant attention from investors. The company has successfully raised nearly $130 million in funding, with its latest $65.00M Series C investment led by prominent investors including Sequoia Capital, Founders Fund, Ribbit Capital, ethos, Human Capital, TQ Ventures, Northstar.VC, and GE32 Capital. This achievement speaks to the confidence and support Vise has attracted within the investment community. Based in the United States, with headquarters in New York, Vise has assembled a team of over 45 employees dedicated to driving the company's vision forward. With its innovative approach and strong backing, Vise is positioned as a compelling player in the evolving landscape of asset management and financial advisory services.

Funding Stage	Amount	Investors	Lead Investors	Date
Series C	••••••	7	•••• ••••	18 May 2021
Series B	••••••	3	•••• ••••	15 Dec 2020
Series A	••••••	-		12 May 2020
Seed Round	••••••	-		15 May 2019

Funding Stage

Amount

Investors

Lead Investors

Date

Series C

••••••

•••• ••••

18 May 2021

Series B

••••••

•••• ••••

15 Dec 2020

Series A

••••••

12 May 2020

Seed Round

••••••

15 May 2019

FAQ About Vise

Vise is a platform that enables wealth firms to build, manage, and explain personalized portfolios at scale

Vise was founded in 2016.

Vise is headquartered in New York, United States.

Vise operates in the following industries: AI, Financial Services, Fintech, Insurance, Insurtech.

Vise has approximately 146 employees.

Vise has completed 4 funding rounds, raising a total of $128.00M. The latest funding stage is Series C.

Top alternatives and competitors to Vise include BigFoot Investments, SavingBlocks, Ethic, Firebird Investment Group LLC, Upwealth. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.

Vise and BigFoot Investments are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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