

Vise

Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios. Vise’s mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling to their maximum potential. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios. Backed by investors like Sequoia, and Founders Fund, Vise has raised nearly $130 million since its founding in 2016. The company has over 45 employees based across the U.S. with headquarters in New York.
Founding Year
2016
Headquarters
New York
,
United States
Sector(s)
Fintech
Funding State
Pre-Seed
Seed
Series A
Series B+
Exited
Total Funding Amount
$130.00M
Funds that Investested
Greenoaks
VC firm founded in 2012 that makes concentrated, long-term investments in technology-enabled businesses globally.
Pre-Seed
Seed
Series A
Series B+
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Founders Fund
SF-based venture capital firm investing in science and technology companies solving difficult problems. The firm invests at all stages across a wide variety of sectors. Founders Fund pursues a founder-friendly investment strategy, providing maximum support with minimum interference.
Pre-Seed
Seed
Series A
Series B+
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Great Oaks Venture Capital
Seed-stage investment firm committed to identifying, financing and developing early stage growth businesses led by promising entrepreneurs.
Pre-Seed
Seed
Series A
Series B+
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TQ Ventures
Focused on early-stage and growth-stage companies.
Pre-Seed
Seed
Series A
Series B+
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Bling Capital
Led by Ben Ling, previously a GP at Khosla Ventures. Their aim is to help their founders find product market fit then help them scale.
Pre-Seed
Seed
Series A
Series B+
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Ribbit Capital
Global investment organization with one single, relentless mission: to change the world of finance.
Pre-Seed
Seed
Series A
Series B+
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Sequoia Capital
Helps the daring build legendary companies, from idea to IPO and beyond.
Pre-Seed
Seed
Series A
Series B+
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Investors that Investested
Nat Turner
General Partner, Operator Partners
CEO of Collectors Holdings, a holding company focused on the collectibles industry. Before Collectors Holdings, Nat was co-founder and CEO of Flatiron Health, a technology company focused on the oncology industry that was acquired by Roche in 2018. Nat remains Chairman of Flatiron Health. Before co-founding Flatiron Health, Nat was co-founder and CEO of Invite Media, an advertising technology company based in NYC. Invite Media built the industry’s first enterprise advertising platform for buying and optimizing online media in real-time. Invite Media was acquired by Google in 2010. An active angel investor since 2010, Nat has invested in over 250 startups, including BarkBox, Cedar, Clover Health, Color Genomics, Headway, Imagen, Immuta, Oscar, Philo, Plaid, Ribbon Health, Workrise, Vise, and Zipline.
Pre-Seed
Seed
Series A
Series B+
Lachy Groom
Angel Investor, LGF
Before becoming an angel investor, Lachy was an early Stripe employee (#30), joining the company right out of high school. Ultimately became Head of Stripe Issuing, and previously led several product teams responsible for Stripe’s core payments, global expansion, and enterprise users as well as Stripe’s global business development and operations teams.
Pre-Seed
Seed
Series A
Series B+
Adrian Aoun
,
Pre-Seed
Seed
Series A
Series B+
Benjamin Ling
Founding General Partner, Bling Capital
Has backed 19 unicorns ex-Partner at Khosla Ventures, where he focused on consumer, Internet, mobile, marketplace, SaaS and consumer health businesses
Pre-Seed
Seed
Series A
Series B+
Zach Weinberg
General Partner, Operator Partners
Former co-founder, president and COO of both Flatiron Health (acquired by Roche in 2018 for $2b) and Invite Media (acquired by Google in 2010 for $81m). Invested in hundreds of technology startups throughout the country, including Bark, Clover Health, Color Genomics, Cometeer, Headway, Hyperscience, Imagen, Plaid, Oscar, RigUp, Ro and Spring Health.
Pre-Seed
Seed
Series A
Series B+
Delian Asparouhov
Principal, Founders Fund
Principal at Founders Fund and cofounder and President of Varda Space Industries, which is building the world’s first space factories. Before joining Founders Fund, he was a principal at Khosla Ventures, head of growth at Teespring, and founder of a healthcare company called Nightingale.
Pre-Seed
Seed
Series A
Series B+
Micky Malka
Ribbit, Ribbit Capital
Micky Malka is focused on the utilization of technology to disrupt consumer financial services. Micky grew up in Venezuela where he learned the impact of devaluation and hyperinflation at a very young age. In 1998, Micky developed the online brokerage, Patagon by merging with Heptagon local operations. Patagon became Latin America’s first comprehensive Internet based financial services portal and dealer. The company expanded its online services to the United States and the rest of South America and was later acquired by the Spanish bank Banco Santander (NYSE: STD) for US$ 750 million.
Pre-Seed
Seed
Series A
Series B+
Round-focused Sheets
Geography-focused Sheets
Sector-focused Sheets