Fundraising FoxMichael Ovitz — 2020 Investments
1 investments dated 2020 · listed companies and verified rows first · show all
Vise operates a portfolio management platform for financial advisors, RIAs, enterprise RIAs, and asset managers to build personalized, tax-aware portfolios across asset classes including direct indexing, fixed income, long-short, and options strategies.
AI & Machine LearningFintechSaaSNew York, US
Runik Mehrotra(Founder)inSamir Vasavada(Founder)inShahriar Hafizi(Executive Officer)
BoardShaun Maguire(Director)inMeyer Malka(Director)inRavi Gupta(Director)in
Co-investorsFounders FundBling CapitalBond Capital ManagementDorm RoomEthos VCGreat Oaks Venture Capital+13 more
Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.