Fundraising FoxVise
7 known investors
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Vise operates an autonomous wealth management platform paired with an SEC-registered investment adviser that builds and manages individualized client portfolios based on advisor-set strategies, tax constraints, and holdings. It serves registered investment advisors, from independent firms to enterprise RIAs and aggregators, offering strategies such as direct indexing, factor equity, bond ladders, and tax-aware long/short.
Investors · 7
How we know: Nat Turner's portfolio page · Not right? Tell us
How we know: Sequoia Capital's portfolio page · funding news · fortune.com · Not right? Tell us
How we know: fortune.com · Not right? Tell us
How we know: funding news · techcrunch.com · Not right? Tell us
Funding
SEC filings, press & company announcements$45M disclosed across 1 of 3 rounds · 2020–2021
- Undisclosed amountSeries CMay 2021
Ribbit Capital (lead), Sequoia
Source ↗ - $45MSeries BDec 2020 · 4 sources
Sequoia Capital (lead), Allen & Company, Bling Capital, Founders Fund, Greenoaks Capital
Source ↗ - Undisclosed amountSeries AMay 2020Source ↗
Source: company announcements and press reports — follow each round's link for the claim.
Frequently asked questions
- What does Vise do?
- Vise operates an autonomous wealth management platform paired with an SEC-registered investment adviser that builds and manages individualized client portfolios based on advisor-set strategies, tax constraints, and holdings. It serves registered investment advisors, from independent firms to enterprise RIAs and aggregators, offering strategies such as direct indexing, factor equity, bond ladders, and tax-aware long/short.
- Who are Vise's investors?
- Vise's investors include Nat Turner, Sequoia Capital, Allen & Company, Bling Capital, Founders Fund, Greenoaks, Ribbit Capital.
- How much funding has Vise raised?
- Vise has disclosed $45M raised across 1 of its 3 known rounds.