Round: Series B
Description: Vise is an AI-driven portfolio management platform built and designed for financial advisors. Founded by Runik Mehrotra and Samir Vasavada in 2016, Vise has now raised a total of $63.0M in total equity funding and is backed by investors that include Founders Fund, Sequoia Capital, Great Oaks Venture Capital, Bling Capital, and Zach Weinberg.
Investors in the round: Allen & Company LLC, Founders Fund, Greenoaks Capital, Michael Ovitz, Nikesh Arora, Sequoia Capital
Industry: Artificial Intelligence, Financial Services, FinTech
Founders: Runik Mehrotra, Samir Vasavada
Founding year: 2016
Total equity funding raised: $63.0M