Tech Company Financing Transactions
Vise Funding Round
Vise secured a $65 million Series C funding round on 5/19/2021. Backers included Ribbit Capital and Sequoia Capital.
Transaction Overview
Company Name
Announced On
5/19/2021
Transaction Type
Venture Equity
Amount
$65,000,000
Round
Series C
Investors
Ribbit Capital (Lead Investor)
Sequoia Capital (Shaun Maguire)
Proceeds Purpose
Proceeds purposes were not disclosed.
Company Information
Company Status
Private & Independent
Industry
FinTech
Mailing Address
1 World Trade Center 84A
New York, NY 10007
USA
New York, NY 10007
USA
Phone
Website
Email Address
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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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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