Vise Financial joined the Unicorn Club on May 18, 2021, after raising a $111 million Series C funding round led by Ribbit Capital, valuing the company at $1 billion. Headquartered in New York City, New York, United States, Vise Financial is an AI-powered investment management platform that helps financial advisors automate portfolio creation and management through intelligent algorithms.
Keep reading to learn how Vise Financial leveraged artificial intelligence to redefine modern portfolio management and wealth advisory.
What Is Vise Financial and What Does It Do?
Founded in 2016, Vise Financial develops an AI-based portfolio management platform designed to empower financial advisors with data-driven insights and automation tools. The system enables advisors to create personalized portfolios for clients, manage investments efficiently, and optimize trading strategies in real-time.
The platform also features risk minimization, tax-efficient trading, portfolio rebalancing, and market simulation, providing advisors with a comprehensive suite of intelligent wealth management tools. By combining automation with advanced analytics, Vise enables advisors to deliver more tailored, transparent, and scalable investment experiences.
How Much Funding Has Vise Financial Raised?
- Series C and Earlier Rounds
- Cumulative Funding: ~$125 million
- Key Investors: Ribbit Capital, Bond Capital
- Purpose: Enhance AI capabilities, expand advisor network, and accelerate go-to-market strategy for automated wealth management
Total Funding Raised: ~$125 million
Latest Funding Date: May 18, 2021
Latest Known Valuation: ~$1 billion
Employee Count: 51–200 (as of July 16, 2025)
Stage: Series C
Key Investors
- Ribbit Capital
- Details: Venture capital firm specializing in financial technology investments.
- Focus Areas: Fintech, digital wealth management, and financial services automation.
- Bond Capital
- Details: Global investment firm backing transformative technology companies.
- Focus Areas: Fintech, AI, and enterprise software.
Where Is Vise Financial’s Headquarters?
Vise Financial is headquartered in New York City, New York, United States, where its core operations include AI research, platform development, and financial advisory partnerships.
What’s Next for Vise Financial?
Vise Financial plans to expand its suite of AI-driven advisory tools, deepening automation across portfolio construction, rebalancing, and tax optimization. The company aims to grow its client base of registered investment advisors (RIAs) and continue shaping the next generation of data-powered wealth management.
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