![]() ![]() ![]() Vise's team has grown rapidly over the past nine months, from six to 50 employees with plans to reach 100 employees in the first half of 2021. We're thrilled to triple down on our partnership with Vise as the team redefines one of the world's largest markets." "Samir and Runik are visionary founders who continue to demonstrate an unparalleled understanding of the financial services space and an exceptional ability to solve for the modern advisor's needs. "Vise is revolutionizing the wealth management industry by enabling financial advisors with sophisticated technology," said Ravi Gupta, partner at Sequoia. ![]() "Our investors have all seen the promise of Vise and believe in our vision and the team and we are so honored to be able to have both Ravi and Shaun on our board." "At Vise, we are empowering financial advisors with technology and tools they have never had before, not only to be more effective, but also much more efficient resources for their clients," said Samir Vasavada, co-founder and CEO of Vise. Vise has experienced significant momentum since the announcement of its Series A in May 2020, quadrupling its customer base and signing notable firms as clients, most recently Aurelien Capital Partners, Barber Financial Group, and Hexagon Capital Partners. ![]() The platform also guides investment advisors through talking points on the justifications behind each portfolio decision. This includes determining different investment options and creating customized portfolios tailored to individual clients' needs, values and goals, that maximize financial opportunities while protecting against market turbulence - all within a clean interface. Vise supports the entire lifecycle of the advisor-client relationship through AI-powered automation. Sequoia's Ravi Gupta is joining Vise's board, making him the second board member from Sequoia alongside Shaun Maguire.įounded by Samir Vasavada and Runik Mehrotra, and officially launched in November 2019, Vise is built on the belief that humans - armed with the right technology - are more adept at handling the financial affairs of their clients than an app. ![]()
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