Vise AI Pitch Deck

In 2016, Samir Vasavada and Runik Mehrotra (who were both 16 at the time) founded Vise, a technology-powered asset manager that uses artificial intelligence and advisor inputs to help clients manage their portfolios. Vise automates investment management for financial advisors using artificial intelligence with a full-stack platform spanning the entire lifecycle of the advisor-client relationship, including designing personalized portfolios for clients, managing portfolios, and providing on-going intelligence.

After launching at TechCrunch Disrupt Battlefield, Vise won seed and Series A backing led by Sequoia’s Shaun Maguire. The company quickly grew into a unicorn, raising a $65 million Series C in 2021 that valued Vise at $1 billion post-money.

In December 2021, Vise peaked at over $550M in AUM (still falling short of their original $1 billion projected AUA from RIAs). In total, Vise raised $128 million to-date. In May 2023, the founders said they were launching a 'hard reset' with $78 million and a six-year runway. As of November 2024, Vise reportedly had $70 million still left in the bank.

$3.5M • 2019 • Seed