Vise Secures $100 Million in Series C Funding to Revolutionize Wealth Management Industry

We are thrilled to announce that Vise, a pioneering technology-powered asset manager, has successfully raised $100 million in a recent funding round led by esteemed investors, including Sequoia and Founders Fund. This significant investment propels Vise’s total funding to nearly $130 million since its inception in 2016, underscoring the growing confidence in its vision to reshape the financial advisory landscape. Vise empowers financial advisors by providing them with the tools to build, manage, and articulate personalized portfolios at scale, fostering richer investment outcomes for their clients. As the company champions the transition to Wealth 3.0, Vise is at the forefront of an industry evolution that surpasses traditional mutual funds, ETFs, and index funds—ushering in an era of customized, automated investment solutions. With this new capital, Vise aims to accelerate product development, expand its technology infrastructure, and enhance the overall client experience, thus enabling advisors to scale their businesses without compromising on individuality and performance. Currently headquartered in New York and supported by a dedicated team of over 45 professionals across the U.S., Vise is poised for remarkable growth. This funding not only reaffirms the company’s trajectory but also highlights its commitment to creating a future where personalized investing becomes the standard for financial advisors and their clients alike. Stay tuned as Vise continues to innovate and lead the charge in the investment management sector.