Tech Company Financing Transactions

Vise Funding Round

On 12/17/2020, Vise raised $45 million in Series B funding from Sequoia Capital, Allen & Company and Founders Fund.

Transaction Overview

Company Name

Vise

Announced On

12/17/2020

Transaction Type

Venture Equity

Amount

$45,000,000

Round

Series B

Investors

Sequoia Capital (Lead Investor) (Shaun Maguire)

Allen & Company

Founders Fund (Keith Rabois)

Greenoaks Global

private investors (Michael Ovitz)

private investors (Nikesh Arora)

Proceeds Purpose

Vise will use the funding to continue to build out and enhance its product and functionalities and to expand its team of world-class talent.

Company Information

Company Status

Private & Independent

Industry

FinTech

Mailing Address

1 World Trade Center 84A
New York, NY 10007
USA

Phone

(415) 737-5666

Website

www.vise.com

Email Address

[email protected]

Overview

Founded in October of 2016 by Samir Vasavada and Runik Mehrotra, Vise automates investment management for financial advisors using artificial intelligence. Vise has built a full-stack platforming spanning the entire lifecycle of the advisor-client relationship, including: designing personalized portfolios for clients, managing portfolios, and providing on-going intelligence.

Profile

Social Media

Company News

Facebook

YouTube

Management Team

Title

Name

Email & Social

Chief Executive Officer

Samir Vasavada

Chief Technical Officer

Andrew Fong

Co-Founder

Runik Mehrotra

Vice President

David Twardowski

VP - General Counsel

Shah Hafizi

VP - Human Resources

Yoonie Kim

VP - Product Management

Niki Sri-Kumar

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Prev: 12/16/2020: Aware venture capital transaction
Next: 12/17/2020: Projector venture capital transaction

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Where The Data Comes From

Our team works diligently to report on funding rounds that are announced publicly. VC transactions reported here are sourced from news reports and company announcements. The data is sourced from VentureDeal.com, an affiliated venture.

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