V
Vise
Vise makes it easy for financial advisors to build and manage personalized portfolios
At a glance
- Founded
- 2016
- Headquarters
- New York City, United States
- Sector
- Fintech
- Power Law
- Unicorn$1–10B valuation tier
Research & analysis
Latest news
Press, funding announcements and product moves mentioning Vise.
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Seed7 investors entered at this stage
- ZWZach Weinberg
Benjamin Ling- NTNat Turner
Sequoia
Great Oaks Venture Capital
Founders Fund- SPSpearhead
Series A5 investors entered at this stage
Bling Capital- HCHuman Capital
- SCSteve Chen
Lachy Groom
Ullas Naik
Series B and later5 investors entered at this stage
Greenoaks Capital Partners
Ribbit Capital- NANikesh Arora
Allen & Company
Michael Ovitz
Source: Dealroom Talent Intelligence.
Alumni founders
Former Vise employees who went on to found companies, sorted by Dealroom signal score.
RIRisottoEst. 2023
Alex ConferUnited States
MAMagnaEst. 2022
Arun KirubarajanUnited States
OIOpto InvestmentsEst. 2020
Kamal JafarniaUnited States
DIDispatchEst. 2022
Rob NanceUnited StatesGlobal footprint
team presence
across markets
Market sentiment
An AI-synthesised read of the highest-engagement posts about Vise on X, ranked by likes and reposts, corporate channels excluded.
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
See Vise on the full Dealroom platform
Live deal flow, founder pedigree, hiring signals, revenue trajectory, and the full cap table.