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Articles tagged "Vise"


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Samir Vasavada (left) and Runik Mehrotra (right) have a unicorn on their hands, following Vise's Series C round.

Vise falls way short of $1 billion projections after RIAs balk, but venture capitalists promptly reward fledgling with $1-billion valuation -- based on $5-trillion vision

The New York firm gets $65 million six months after it raised $45 million by going straight at the $5 trillion of high-net-worth assets managed mostly by big RIAs with software that listens to RIAs but does all their work.

June 8, 2021 at 2:56 AM

Friends for  a decade, Runik Mehrotra and Samir Vasavada have raised $18 million in VC funds, largely on the promise that they can take on -- and beat -- current B2B robos like Betterment.

Sequoia Capital bet and won big on FutureAdvisor; now it's wagering $14.5 million on Vise and its 'extreme value proposition' for RIAs

The legendary VC sold FA to BlackRock for $150 million , cooled its heels, then re-upped in Robo 2.0 wave with TD, Schwab, Riskalyze and Jon Xu playing roles

July 6, 2020 at 7:16 PM

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