# Vise: Investment management, New York, United States

> Vise: Vise is an AI-powered wealth management platform founded in 2016. Based in New York, United States. Founded 2016.

Source: https://millionrounds.com/startup/vise (Millionrounds; every figure on the page links to its filing or article)

United States · [Investment management startup](https://millionrounds.com/companies)

# Vise

Vise is an AI-powered wealth management platform founded in 2016.

Funding reported Last round: Series C

Investment management New York, United States

Company summary

- **Founded:** 2016 10 years old
- **Team:** 120 51 to 200 people
- **Funding reported:** $128M in dollars
- **Last round:** Series C May 2021

How sure we are

- ✓ **Listed** We know it exists and what it does
- 2 **Funding reported** A company dataset reports a raise
- 3 **Observed** A filing or a dated announcement confirms a round

No round for Vise has been confirmed by a filing or an announcement yet, so nothing here counts toward an investor's record. [How we decide](https://millionrounds.com/methodology)

## About Vise

Vise is an AI-powered wealth management platform founded in 2016.

It enables financial advisors, institutions, and individual investors to build and manage personalized investment portfolios using proprietary algorithms. The platform operates over $51 billion in assets and is trusted by many of the largest Registered Investment Advisors (RIAs) in the U.S. Vise offers a comprehensive platform that includes portfolio construction, automated trading and rebalancing, direct indexing, tax-loss harvesting, and asset management tools. Its technology allows for enhanced portfolio customization through options overlay strategies and provides a self-driving wealth feature that independently manages and explains portfolios. Vise aims to compound the wealth of the world by integrating these capabilities into a single scalable workflow for its clients.

## What company datasets say Vise raised

Funding, as reported

Reported in all **$128M** in dollars

Rounds **4**

Last round **Series C**

Last round size **$65M**

Last round date **May 2021**

Investors listed **33**

Valuation **$1.0B, Mar 2026**

## Founders and team

From the SEC filings it signed: 2 on the team.

- **Runik Mehrotra** Executive Officer, Director i
- **Samir Vasavada** Executive Officer, Director i

On the board, as filed i *Shaun Maguire*

## On 10 portfolio pages

Investors who name them

- [Manhattan West](https://millionrounds.com/fund/manhattan-west)
- [The MBA Fund](https://millionrounds.com/fund/the-mba-fund)
- [Streamlined Ventures](https://millionrounds.com/fund/streamlined-ventures)
- [Human Capital](https://millionrounds.com/fund/human-capital)
- [Great Oaks Venture Capital](https://millionrounds.com/fund/great-oaks-venture-capital)
- [TQ Ventures](https://millionrounds.com/fund/tq-ventures)
- [Spearhead](https://millionrounds.com/fund/spearhead-2)
- [Conduit](https://millionrounds.com/fund/conduit)
- [TQ Ventures](https://millionrounds.com/fund/tq-ventures-2)
- [Scooter Braun](https://millionrounds.com/fund/scooter-braun)

Each firm lists Vise on its own website. That is the firm's claim, a weaker thing than a round we watched, but a named source.

## The company, in detail

What they build

Known for

enterprise platform wealthtech platform portfolio analysis real-time portfolio analysis direct indexing investment model creation customized investing portfolio automation investment methodology scalable solutions client outcomes enterprises personalized recommendations ai in wealth management information technology & services ai for transition analysis

Built with from their website

Amazon SES Google Tag Manager Drift Atlassian Google Workspace Viewport Meta Element UI DocSend Amazon Simple Email Service Hubspot

+8 more

Facebook SDK X (Twitter) Apple Business Manager AI Google Meet Priority Hints React Google Font API

- **Sector:** Investment management
- **Industry code:** NAICS 5231, 523940, 513210, SIC 6732
- **Region:** New York
- **Revenue:** $24M a year, as listed
- **Full record:** [Every detail in the company directory](https://millionrounds.com/directory/vise)

## Investment management in United States

Startups like it

- [**BlockTower Capital** Miami · founded 2017 *Raised*](https://millionrounds.com/company/blocktower-capital)
- [**Sidewalk Infrastructure Partners (SIP)** New York · founded 2019](https://millionrounds.com/startup/sidewalk-infrastructure-partners-sip)
- [**Every Company** South San Francisco · founded 2014](https://millionrounds.com/startup/every-company)
- [**Liminal Energy** Startup](https://millionrounds.com/startup/liminal-energy)
- [**Knopp Biosciences LLC** Pittsburgh · founded 2004](https://millionrounds.com/startup/knopp-biosciences-llc)
- [**Noble Four Partners LLC** New York](https://millionrounds.com/startup/noble-four-partners-llc)
- [**TIFIN AMP for Distribution** Boulder · founded 2022](https://millionrounds.com/startup/tifin-amp-for-distribution)
- [**Silvergate** San Diego · founded 1988](https://millionrounds.com/startup/silvergate)

## Is this your company?

Add your raise, your deck and your story, and put Vise in front of investors. Or tell us what we have wrong.

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