Vise
PrivateLast Round
Series C
May 18, 2021
Est. Valuation
$1B
Total Funding Raised
$128.56M
Momentum
Top 10%
of companies Caplight tracks
Company Overview
Vise operates in FinTech and is based in New York City, New York. Its latest recorded funding round was a Series C round in May 2021.
Vise is a financial technology company that offers an AI-driven portfolio management platform to automate investment management for financial advisors.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Financial Data
Business Model
B2B2C
Customer Profile
Usage-Based SaaS
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Vise Comparables
Compare Vise with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Betterment | 84% | |
| GeoWealth | 82% | |
| Ethic | 81% |
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Vise Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series C | May 18, 2021 | ||||
| Series B | Dec 15, 2020 | ||||
| Series A | May 12, 2020 | ||||
| Seed | May 1, 2019 |
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Vise Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Human Capital | Series A, Series B |
| Greenoaks Capital Partners | Series B |
| Great Oaks Venture Capital | Seed |
| Bollinger Investment Group | Series B |
| Allen & Company | Series B |
| Gaingels | Series C |
| Founders Fund | Seed, Series A, Series B |
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Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 20, 2026
Added Envestnet | Retirement Solutions as a customer.
- Jul 20, 2026
Added Nitrogen Wealth, Inc. as a customer.
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Recent news
Latest coverage and updates
- launchesSep 26, 2026
On Sep 26th '26, vise.com launches diversified crypto model portfolios for financial advisers using the Vise platform, enabling crypto allocations within the same portfolio-management, rebalancing and tax framework as traditional investments.
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Vise Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Vise's valuation, stock price, and market status.
Is Vise a public or private company?
Vise is a private company.
What is the current stock price of Vise?
Vise is a private company, so its shares have no public market price. Caplight tracks Vise's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Vise worth (valuation)?
Vise's valuation is estimated at $1.0B based on funding round data.
Can I buy Vise stock?
Vise shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Vise's last funding round?
Vise's most recent funding round was Series C on May 18, 2021.
Who are the main investors in Vise?
Key investors in Vise include Founders Fund, Sequoia Capital, Dorm Room Fund, Ribbit Capital, Bling Capital.
Will Vise IPO soon?
No public IPO plans have been announced for Vise.
How can I track Vise secondary market activity?
Caplight tracks bids, offers, and trades in Vise's shares on secondary markets.