Vise Revenue

Investment Management • Manhattan, New York, United States • 101-200 Employees

Vise revenue & valuation

Annual revenue	$8,700,000
Revenue per employee	$50,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$27,900,000
Total funding	$65,000,000

Key Contacts at Vise

Samir Vasavada

Co-Founder & Ceo

Crystina Mueller Hickey

Director, Growth Strategy

David Hiles

Director Of Enterprise Solutions

Parth Mehta

Director Of Product Management

Dr Mukund Paithankar

Director

Benito Lozada

Director General En Vise

Barbara Ravazzini

Owner/Manager

Damjan Vrcon

Co Owner

Pejman Delavar

Owner

Nelly Clean Wise

Ceo

Company overview

Headquarters	521 Broadway, 3rd Floor, New York, NY 10012, US
Phone number	+14157375666
Website	vise.com
NAICS	5231
SIC	737
Keywords	Financial Advisors, RIA, Financial Services, Portfolio Management, Investment Management, Artificial Intelligence, Fintech, Esg Investing, Factor Investing, Investment Methodology, Direct Indexing, Customized Investing, Personalized Investing
Founded	2016
Employees	101-200
Socials

Vise Email Formats

Vise uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@vise.com), used 97.4% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@vise.com	97.4%
{first initial}{last name}	jdoe@vise.com	2.6%

About Vise

Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale. 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.

Employees by Management Level

Total employees: 101-200

Seniority

Employees

Entry

Manager

Senior

Employees by Department

Vise has 91 employees across 11 departments.

Departments

Number of employees

Funding Data

Explore Vise's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2021-06-18	6	$65,000,000

Funding Insights

$65,000,000

Total funding amount

$65,000,000

Most recent funding amount

Number of funding rounds

Vise Tech Stack

Discover the technologies and tools that power Vise's digital infrastructure, from frameworks to analytics platforms.

Amazon SES

Tailwind CSS

UI frameworks

Apple iCloud Mail

Webmail

HSTS

Security

Google Analytics

Analytics

Linkedin Insight Tag

Analytics

Google Workspace

Amazon Web Services

PaaS

Next.js

JavaScript frameworks

Google Tag Manager

Tag managers

Linkedin Ads

Advertising

Vercel Analytics

Analytics

Frequently asked questions

Vise is located in Manhattan, New York, US.

You can reach Vise at +14157375666.

Vise generates an estimated annual revenue of $8,700,000. This revenue figure reflects the company's market position and business performance in its industry.

Vise has an estimated valuation of $27,900,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Vise was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.

Vise has approximately 101-200 employees. The company continues to grow its workforce to support its business operations and expansion.

Vise has raised a total of $65,000,000 across 1 funding rounds. This investment has helped the company grow and expand its operations.

Key Contacts at Vise

Samir Vasavada

Co-Founder & Ceo

Crystina Mueller Hickey

Director, Growth Strategy

David Hiles

Director Of Enterprise Solutions

Parth Mehta

Director Of Product Management