Fundraising Fox

Vise Technologies

New York, US · Founded 2016 · Delaware corporation · 4 known investors

Find your way into Vise Technologies

1 people in our graph share verified history with the Vise Technologies team — schools, employers, funds. One of them is your warm intro.

Samir Vasavadaunlockedknows Runik Mehrotra · together at Vise AI

Founders & leadership

Vise Technologies was founded in 2016 by Runik Mehrotra and Samir Vasavada.

RMRunik Mehrotra
Runik MehrotrainCo-founderRunik Mehrotra is co-founder and co-head of Vise, which develops AI-powered portfolio management software for financial advisors. He studied at the Jerome Fisher Program for Management and Technology at the Wharton School of Business and Computer Science at the University of Pennsylvania's Engineering School, and has consulted on artificial intelligence implementations in finance for firms including UBS, BCG, and Deutsche Asset Management.
SV
Samir VasavadaCo-founder
SH
Shahriar HafiziExecutive

Board

SMShaun Maguire
Shaun Maguirein𝕏Board directorPartner at Sequoia Capital
MMMeyer Malka
Meyer Malkain𝕏Board directorFounder and Managing Partner at Ribbit Capital
RGRavi Gupta
Ravi GuptainBoard directorPartner at Sequoia Capital

Investors · 4

Bling CapitalreportedMiami Beach · $1M – $5M
Founders FundreportedSan Francisco · $500K – $5Mvia Keith Rabois · led
Ribbit CapitalreportedPalo Alto · $100K – $15Mvia Micky Malka · quoted
Sequoia Capitalreported · 2 sourcesMenlo Park · $4.4M – $214Mvia Ravi Gupta · board

Reported raises · per SEC filings

Form D private placements

$126.6M disclosed across 2 rounds · 2020–2021

▶$110.6MraisedJun 2021 · 23 investors · Other Technology
Rule 506(b)
Vise's latest VC round gets $1B valuation on $1.25M in revenueriabiz.com · Jun 2021
Officers, directors & promoters on the filing
  • Shaun MaguireDirector
  • Shahriar HafiziExecutive Officer
  • Runik MehrotraExecutive Officer, Director, Promoter
  • Samir VasavadaExecutive Officer, Director, Promoter
  • Meyer MalkaDirector
  • Ravi GuptaDirector
Offering amount
$132.4M
Amount sold
$110.6M
First sale
May 2021
Incorporated
Corporation, Delaware, 2016
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$16.1MraisedMay 2020 · 29 investors · Other Technology
Rule 506(b)
Vise, a company founded by two high school graduates, raises $45Mfortune.com · Dec 2020
Officers, directors & promoters on the filing
  • Samir VasavadaExecutive Officer, Director
  • Runik MehrotraExecutive Officer, Director
  • Shaun MaguireDirector
Offering amount
$16.3M
Amount sold
$16.1M
First sale
Apr 2020
Incorporated
Corporation, Delaware, 2016
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

In the news

Vise Technologies Inc. Makes New $1.11 Million Investment in Loews Corporation $Lmarketbeat.com · Aug 2026Vise Technologies Inc. Makes New Investment in Fastenal Company $FASTmarketbeat.com · Aug 2026Vise Technologies Inc. Makes New Investment in Honeywell Aerospace $HONA - Ticker Reporttickerreport.com · Aug 2026Vise Technologies Inc. Makes New Investment in Unum Group $UNMmarketbeat.com · Aug 2026Vise Technologies Inc. Makes New Investment in Regions Financial Corporation $RFmarketbeat.com · Aug 2026Vise Technologies Inc. Makes New $3.15 Million Investment in Targa Resources, Inc. $TRGPmarketbeat.com · Aug 2026Vise's latest VC round gets $1B valuation on $1.25M in revenueriabiz.com · Jun 2021Vise, a company founded by two high school graduates, raises $45Mfortune.com · Dec 2020

Frequently asked questions

Who founded Vise Technologies?
Vise Technologies was founded by Runik Mehrotra, Samir Vasavada in 2016.
Who are Vise Technologies's investors?
Vise Technologies's investors include Bling Capital, Founders Fund, Ribbit Capital, Sequoia Capital.
How much funding has Vise Technologies raised?
Vise Technologies has disclosed $126.6M raised across 2 rounds.
Where is Vise Technologies headquartered?
Vise Technologies is headquartered in New York, US.