Company Overview
About Vise
Vise is a technology-driven investment management platform founded in 2016 by Samir Vasavada and Runik Mehrotra — two Stanford dropouts — and headquartered in New York City. The company targets registered investment advisors (RIAs) and wealth management firms, providing an AI-powered engine that automates the most time-intensive aspects of portfolio management: constructing personalized client portfolios, executing trades, rebalancing positions, and performing tax-loss harvesting at scale. By automating these functions, Vise allows advisors to manage more client relationships and offer institutional-quality portfolio customization to clients across wealth tiers, including the mass-affluent segment.
Business Model & Competitive Advantage
Vise's platform integrates with custodians including Fidelity, Schwab, and Pershing, enabling advisors to connect existing client accounts and deploy Vise's AI investment engine without migrating assets or disrupting client relationships. Each portfolio is constructed using the advisor's investment model and individually customized for the client's tax situation, investment constraints, and financial goals — then monitored and rebalanced continuously. Vise also provides advisors with client reporting tools and a dashboard for oversight across their full book of business.
Competitive Landscape 2025–2026
Vise raised a $65M Series C in 2021 at a valuation exceeding $1B, led by Sequoia Capital with participation from Founders Fund, Ribbit Capital, and other investors — bringing total funding to over $128M. The company manages over $1B in assets under management for its advisor clients. Vise operates in a competitive field alongside Orion Portfolio Solutions, iRebal (TD Ameritrade), and Riskalyze, as well as larger enterprise players like BlackRock's Aladdin Wealth, competing on the depth of AI personalization and the breadth of custodian integrations for independent RIA firms.
Key Differentiators
Strong Challenger
Vise is an established challenger with significant market presence and competitive offerings in Financial Services.
Frequently Asked Questions
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