Company profile

Vise Financial

Vise Financial, founded in 2016 and headquartered in New York City, New York, has raised about $125 million in funding and reached a $1 billion valuation. The company provides AI-based portfolio management software that automates investment creation, rebalancing, and tax-efficient trading for financial advisors. Backed by investors such as Ribbit Capital and Bond Capital, Vise combines automation with analytics to enhance portfolio performance and advisor efficiency, positioning itself as a key player in the AI-driven wealth management space.

Back to profiles

Quick facts

Total funding: $125 million
Valuation: $1 billion
Founded: 2016
Headquarters: New York City, New York

Notable investors

Bond Capital

Reach buyers like Vise Financial on TexAu

TexAu helps go-to-market teams find, enrich, and reach companies that match this profile. Pick the path that fits how you work.

Find companies like Vise Financial
Build a list by industry, headcount, funding stage, or technographics. Get verified emails and direct dials.
Start a free workspace
Enrich your CRM with company data
Push funding, headcount, hiring signals, and tech stack into HubSpot, Salesforce, or a spreadsheet. Waterfall enrichment.
See how the waterfall works
Run it on a schedule
Refresh the list weekly, score new accounts as they land, and push the ones that fit to Smartlead, Instantly, Lemlist, HeyReach, or Apollo Sequences.
See how schedulers work

Reach buyers like Vise Financial.

The 14-day trial ships every feature, no card required.

Start free →