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Vise Raises $45M to be the AI-Powered Investment Management Platform for Investment Advisors
Global managed assets account for $74T in AUM. While institutional investors account for sixty percent of this amount, the remaining portion is managed by smaller institutions and advisers.
Vise is the AI-powered investment management platform that empowers independent advisory practices. The company is focused on servicing the entire client-advisor relationship through automation while still allowing advisors to maintain a personalized relationship. Since launching in the fall of 2019, the company has already scaled to 50 employees, quadrupled its customer base since May, and counts investment firms like Aurelian Capital Partners, Barber Financial Group, and Hexagon Capital Partners as clients.
Vise Raises $45M in Series B, Adds Second Sequoia Board Member Vise has raised more than $60 million in funding this year, as it builds its team and begins adding clients.
Advisor-facing stock picking software provider Vise raised $45 million in a Series B fundraising round, according to an announcement. The latest funding round, which comes after a $14.5 million Series A earlier this year, was led by Sequoia Capital, with participation from Allen & Company, Founders Fund and Greenoaks Capital, among others.
As part of Sequoia’s investment, the firm is sending Ravi Gupta to Vise’s board, where he will join Sequoia’s other board member, Shaun Maguire.
Vise Raises $45M in Series B, Adds Second Sequoia Boardmember wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.