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Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia

Share this article Share this article NEW YORK, Dec. 15, 2020 /PRNewswire/ Vise, the all-in-one AI-powered investment management platform for independent advisory practices to build and manage portfolios, today announced the close of its $45 million Series B funding round, bringing the total capital raised since Vise s founding to over $60 million. Sequoia Capital led the Series B with participation from Allen & Company, Founders Fund, and Greenoaks Capital and from Michael Ovitz and Nikesh Arora, CEO of Palo Alto Networks, who will be joining as advisors. 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.

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