Tech Company Financing Transactions

Vise Funding Round

On 12/17/2020, Vise raised $45 million in Series B funding from Sequoia Capital, Allen & Company and Founders Fund.

Transaction Overview

Company Name
Announced On
Transaction Type
Venture Equity
Series B

Sequoia Capital (Lead Investor) (Shaun Maguire)

Allen & Company

Founders Fund (Keith Rabois)

Greenoaks Global

private investors (Michael Ovitz)

private investors (Nikesh Arora)

Proceeds Purpose
Vise will use the funding to continue to build out and enhance its product and functionalities and to expand its team of world-class talent.

Company Information

Company Status
Private & Independent
Mailing Address
1 World Trade Center 84A
New York, NY 10007
Email Address
Founded in October of 2016 by Samir Vasavada and Runik Mehrotra, Vise automates investment management for financial advisors using artificial intelligence. Vise has built a full-stack platforming spanning the entire lifecycle of the advisor-client relationship, including: designing personalized portfolios for clients, managing portfolios, and providing on-going intelligence.
Vise LinkedIn Company Profile
Social Media
Vise Company Twitter Account
Company News
Vise News
Vise on Facebook
Vise on YouTube

Management Team

Email & Social
Chief Executive Officer
Samir Vasavada
  Samir Vasavada LinkedIn Profile  Samir Vasavada Twitter Account  Samir Vasavada News  Samir Vasavada on Facebook
Chief Technical Officer
Andrew Fong
  Andrew Fong LinkedIn Profile  Andrew Fong Twitter Account  Andrew Fong News  Andrew Fong on Facebook
Runik Mehrotra
  Runik Mehrotra LinkedIn Profile  Runik Mehrotra Twitter Account  Runik Mehrotra News  Runik Mehrotra on Facebook
Vice President
David Twardowski
  David Twardowski LinkedIn Profile  David Twardowski Twitter Account  David Twardowski News  David Twardowski on Facebook
VP - General Counsel
Shah Hafizi
  Shah Hafizi LinkedIn Profile  Shah Hafizi Twitter Account  Shah Hafizi News  Shah Hafizi on Facebook
VP - Human Resources
Yoonie Kim
  Yoonie Kim LinkedIn Profile  Yoonie Kim Twitter Account  Yoonie Kim News  Yoonie Kim on Facebook
VP - Product Management
Niki Sri-Kumar
  Niki Sri-Kumar LinkedIn Profile  Niki Sri-Kumar Twitter Account  Niki Sri-Kumar News  Niki Sri-Kumar on Facebook



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Prev: 12/16/2020: Aware venture capital transaction
Next: 12/17/2020: Projector venture capital transaction


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Where The Data Comes From

Our team works diligently to report on funding rounds that are announced publicly. VC transactions reported here are sourced from news reports and company announcements. The data is sourced from, an affiliated venture.


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