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Vise is an AI-driven portfolio management platform for financial advisors. FinTech Artificial Intelligence

About Vise

The Problem Vise addresses a core fintech pain point: fragmented operations, slow decision cycles, and poor visibility across teams. Organizations in this market often rely on disconnected tools, which creates delays, revenue leakage, and inconsistent customer outcomes.

The Solution Vise is an AI-driven portfolio management platform for financial advisors. FinTech Artificial Intelligence In practice, Vise centralizes critical workflows, automates repetitive coordination, and gives operators a real-time system of record. This reduces manual overhead and improves execution quality at scale.

Why it's growing With the rise of real-time payments, embedded finance rails, and tighter compliance automation, Vise is positioned to capture sustained demand. Buyers now prioritize speed, reliability, and clear ROI, and the company aligns directly with those purchasing criteria.

Culture The team operates in a fast-paced environment focused on fintech innovation, product velocity, and customer-centric execution. Their culture emphasizes ownership, experimentation, and measurable outcomes.

Why it Matters

Vise matters now because with the rise of real-time payments, embedded finance rails, and tighter compliance automation, Vise is positioned to capture sustained demand. Buyers now prioritize speed, reliability, and clear ROI, and the company aligns directly with those purchasing criteria.

Funding Snapshot

Total Funding: $65.00MLast Round: Series C Sequoia, Founders Fund, $65M Series C in 2021, $1.0B valuationAll Rounds: 1
  • Series CSequoia, Founders Fund, $65M Series C in 2021, $1.0B valuation

Hiring Roles

This company is actively hiring.

Open Roles

Meet the Founders

Tech Stack

AWSReactPythonPostgreSQL

Last updated: February 23, 2026

Vise intelligence brief

This profile combines core company context with linked founder, funding, and newsroom routes so readers can evaluate business momentum without switching across multiple tools. Use it as a baseline for comparing peers in the same industry and stage.

For deeper validation, pair this page with founder profile, company news coverage, and stage-based funding hubs to contextualize updates against wider market movement.

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FAQs About Vise

Common questions people ask about this profile.

What is Vise?

Vise is an AI-driven portfolio management platform for financial advisors. FinTech Artificial Intelligence

Who founded Vise?

Vise is associated with Vise Team on 100Xfounder.

Where is Vise located?

Vise is listed in New York, New York, USA.

What stage is Vise in?

Vise is currently mapped to Series C. Funding context: Sequoia, Founders Fund, $65M Series C in 2021, $1.0B valuation

What is the latest funding round of Vise?

Vise's latest tracked round is Series C Sequoia, Founders Fund, $65M Series C in 2021, $1.0B valuation. Total tracked rounds: 1.

Is Vise hiring now?

Vise hiring status: Open Roles.

What technologies does Vise use?

Vise is associated with AWS, React, Python, and PostgreSQL.

Is Vise verified on 100Xfounder?

Yes. Vise is currently marked verified on 100Xfounder as of March 3, 2026.

How can users connect with Vise founders?

Users can open founder profiles, use listed company links, and track signal updates directly from the 100Xfounder directory.