Vise
Operator of a portfolio management platform intended to automate investment management for financial advisors using arti
Asset Management
📍 New York, NY
Founded 2016
Current Valuation
$1.0B
as of 2021-Q2
UNICORN
Operator of a portfolio management platform intended to automate investment management for financial advisors using artificial intelligence.
Company Profile
Last Round
Series C — $65M (May 2021)
Fundraising Status
Series C · $65M · 5y 1mo ago
privateTotal raised $127M
Latest Funding Round
| Round | Amount | Date | Lead Investor | Post-Money |
|---|
| Series C | $65M | May 2021 | — | $1.0B |
FinTechMachine LearningArtificial IntelligenceFinancial Services
Private-company numbers are not real-time. Reflects publicly disclosed valuations from press releases, news reports, and tender offers as of 2021-Q2. Refreshed quarterly.