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Vise

Fintech · New York City, United States · Founded 2016

Vise makes it easy for financial advisors to build and manage personalized portfolios

Investors

17 investors on Vise's cap table

Sourced from Dealroom's funding history. Investor profile links are shown where available.

Seed 7 investors entered at this stage
Series A 5 investors entered at this stage

Global footprint

Where Vise has talent and traffic

Workforce by country
6 countries with
team presence
🇺🇸 United States84.6%
🇨🇴 Colombia8.1%
🇲🇽 Mexico1.8%
🇳🇴 Norway1.8%
🇦🇪 United Arab Emirates1.8%
Top 5 of 6 shown
Web traffic by country
25K monthly visits
across markets
🇺🇸 United States53.2%
🇨🇦 Canada11.6%
🇮🇳 India10.4%
🇬🇧 United Kingdom6.8%
🇵🇰 Pakistan6%
Top 5 markets shown

Talent graph

The shape of Vise's talent

Dealroom maps Vise's team person by person — pinpointing the standout operators and scoring them across the six dimensions investors underwrite. The counts and shape below are a public preview; the named individuals and exact scores live in the platform.

DimensionScore
AI Talent Score hidden — book a demo
Engineering Score hidden — book a demo
Product Score hidden — book a demo
Go-to-market Score hidden — book a demo
Leadership Score hidden — book a demo
Research Score hidden — book a demo
Book a demo to unlock Vise's exact scores

Source: Dealroom Talent Intelligence. Public profiles show counts and the team's shape only — request a demo for the named individuals, per-person seniority and tenure, and team benchmarks vs peers.

Market sentiment

What the market is saying about Vise

An AI-synthesized read of the highest-engagement posts about Vise on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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Live deal flow, founder pedigree, hiring signals, revenue trajectory, and the full cap table.