vWise

Financial Services • Aliso Viejo, California, United States • 11-20 Employees

Company overview

Headquarters	85 Enterprise, Suite: 320, Aliso Viejo, CA 92656, US
Phone number	+18778208212
Website	vwise.com
NAICS	52
SIC	737
Keywords	Fintech, AI, Digital Transformation, Marketing Automation, Digital Experience Platform, Investor Education, Investor Engagement, Data-Driven Solutions, Retirement Plan Optimization, Hyper-Personalization, Financial Product Adoption, Journey Orchestration, Personalized Engagement
Founded	2006
Employees	11-20
Socials

Key Contacts at vWise

David Ferrigno

Chief Executive Officer

Eric Qualls

Director Of Client Experience

Julie Magana Boeckh

Director Client Technical Support & Uat

vWise Email Formats

vWise uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@vwise.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@vwise.com	100%

About vWise

vWise empowers financial services organizations to build trusted relationships with investors by intelligently delivering personalized experiences at scale that optimize conversions, increase revenue growth, and improve customer lifetime value. Our vision is to shape the future of investor engagement by harnessing the power of data to orchestrate compelling experiences that create unprecedented value to financial services organizations and the people they serve.

vWise revenue & valuation

Annual revenue	$8,600,000
Revenue per employee	$538,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$27,600,000
Total funding	$2,000,000