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Vise

Fintech · New York City, United States · Founded 2016 Unicorn

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

Valuation
$1–2.5B
Latest valuation · 2026
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Revenue
$10–50M
Latest reported FY
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Headcount
100–500
Current team size
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Investors

16 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 4 investors entered at this stage
Human Capital
Steve Chen
Bling Capital
Lachy Groom
Series B+ 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
41K monthly visits
across markets
🇮🇳 India26.8%
🇺🇸 United States24.1%
🇦🇺 Australia10%
🇨🇦 Canada7.1%
🇬🇧 United Kingdom5.9%
Top 5 markets shown

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.