Vise
Vise is a technology-powered asset manager. Its platform helps financial advisors build, manage, and explain personalized, automated investment portfolios.
Secondary Market Price
How Vise Measures Up
To help you manage your Vise equity, Prospect has run the company through our machine learning model.
Prospect Rating
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This rating reflects our belief in this company's potential to grow to that many times its current value in 4 years. For an employee with stock, this rating suggests a potential return on equity, but it also comes with some risk.
Exit Risk
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Our rating is a reflection of the likelihood of this company achieving a liquidity event for its employees based on the quality of investors, funding stage, founders, and more.
Funding Stage
Series C
A company’s funding stage reflects how established it is, how quickly it is scaling, and the average impact an employee may have when joining.
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Prospect Projected Future Vise Prices
Prospect’s machine learning model has been trained on the same data top-tier investors use to project the likely range of outcomes for Vise's equity. Create a free account to view 10th-90th percentile projections over 2, 4, and 6 years.
Powerful tools to earn more from your equity
Company Description
Vise is a technology-powered asset manager that offers a platform for financial advisors to build, manage, and explain personalized investment portfolios. The platform's capabilities include direct indexing, daily tax-loss harvesting, customizable options overlays, long/short strategies, and integrated crypto assets. Founded in 2016 by Samir Vasavada and Runik Mehrotra, Vise has raised nearly $130 million in funding from investors such as Sequoia and Founders Fund. The company has experienced rapid growth, with platform assets expanding from $15 billion to over $50 billion by its 2025 recap.
Recent announcements from the company highlight the launch of Vise Long Short, a strategy that allows advisors to express both positive and negative views on securities, and a partnership with Bitwise Asset Management to bring crypto strategies to RIAs. According to its 2025 recap, Vise grew its platform assets by 673%, generated over $76 million in client tax savings, and supported more than 100,000 client accounts. The company's stated plans include continuing to scale its platform, expanding its investment strategy offerings, and focusing on regulatory compliance and data protection.
- Sequoia Capital
- Ribbit Capital
- Founders Fund
- Bling Capital
- Human Capital
- Co-Founder, Samir Vasavada
- Co-Founder, Runik Mehrotra
Peer Group Comparison
Vs Peer Group of >$4B Startups
Frequently Asked Questions
Joining Anduril as an employee is another way to acquire equity, typically through stock options included in compensation packages.
Is Vise worth joining?
Deciding whether to join any startup depends on your personal career goals, risk tolerance, and belief in the company's mission. A platform like Prospect can help you evaluate the financial opportunity by projecting the potential value of your equity compensation.
What should I do with my Vise stock?
The best strategy for your private company stock depends on your unique financial situation, tax liabilities, and the company's growth trajectory. Using a tool like Prospect can help you build a customized, tax-optimized plan for managing your equity.
Can you sell Vise stock?
As Vise is a private company, its stock is not publicly traded, but you may have opportunities to sell shares during tender offers or on secondary markets. Prospect provides tender offer tools that can help you determine how much to sell and which shares are the most tax-efficient.
How can I find the value of my Vise stock?
Valuing private stock is difficult, but it is often based on the company's 409A valuation or the price set in its most recent funding round. To better understand its potential future worth, Prospect offers predictive models that forecast your equity's value based on proprietary data.
What is Vise's equity worth?
The precise worth of Vise's equity is not public information and fluctuates based on company performance and market conditions. You can use Prospect to project the future value of your specific equity grant and model different financial scenarios.
What is Vise's stock ticker symbol?
As a privately held company, Vise does not have a stock ticker symbol because its shares are not available on a public stock exchange. Ticker symbols are only assigned to companies when they undergo an Initial Public Offering (IPO).
Can I buy or sell Vise stock?
Selling private stock is sometimes possible via tender offers or secondary markets, while buying is generally restricted to employees exercising options or accredited investors. Prospect can help you create effective option exercise strategies and navigate sales to maximize your financial outcome.
What is the criteria to buy or invest in Vise stock?
Investing in a private company like Vise is typically limited to venture capital firms and accredited investors who meet specific net worth or income thresholds. Employees, however, can acquire stock by exercising their options, a process that Prospect helps optimize for tax efficiency and timing.
