Company details

Making customized investing accessible to the masses through financial advisors

Company Size:  101 – 500

Company Type:  Privately Held

Founding Year: 2016

Vise is a venture-backed financial technology company focused on closing the financial access gap, empowering people to create customized, precise investment strategies that help them reach their goals. The company’s platform enables financial advisors to manage and grow 2000+ client accounts worth more than $500 million in assets. Backed by investors like Sequoia, Ribbit Capital, and Founders Fund, Vise has raised nearly $130 million since its founding in 2016. The company has 90 total employees based across the U.S., with headquarters in New York.

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