Key facts
- It has raised $110.6M across 2 recorded rounds; the latest was Later Stage VC ($110.6M) in May 2021.
- Notable investors include Sequoia Capital, Mana Ventures, Gaingels, Founders Fund, Dorm Room Fund — 48 tracked in total.
- Vise has filed 2 Form Ds with the SEC since 2020, most recently Jun 2021 ($110.6M sold to 23 investors).
- Status: Privately Held (backing).
Leadership
- Andrew WaisburdCo-Chief Investment Officer
- Travis FairchildCo-Chief Investment Officer
- ·Post-money valuations for all 2 rounds
- ·The complete investor list — 48 names
- ·Watchlist + deal alerts for Vise
Funding rounds
2 roundsAbout Vise
Operator of a portfolio management platform intended to automate investment administration using artificial intelligence. The company's platform makes customized portfolios using single securities with automated trade execution and ongoing rebalancing, including designing personalized portfolios for clients, managing portfolios, and providing ongoing intelligence, enabling financial advisors to get access to customized and intelligent investment technologies to help their clients achieve their goals.
- Sector
- Financial Services
- HQ
- New York, NY, United States
- Employees
- 176
- Website
- vise.com/
- Ownership
- Privately Held (backing)
Vise doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Vise shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Vise in its N-PORT filings yet. We sweep new filings monthly.