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AI enhanced investment management provider Vise secures $65M via Series C led by Ribbit Capital, Sequoia Capital.
Fintech — technology for financial services — encompasses lending, payments, investing, insurance, property management, risk assessment, and more.
We look at the big news, announcements and underlying trends and developments in the world of technology solutions for financial advisers and wealth management!
"This is one of the biggest markets on Earth," says Sequoia.
Vise, an AI-driven investment management platform built for the modern financial advisor, today announced that it has secured $14.5 million in Series A funding, bringing …
Vise, a U.S.-based artificial intelligence (AI)-driven investment management platform built for the modern financial advisor, announced on Tuesday it has secured $14.5 million in Series …
With marketing, reporting and the Junxure CRM, the acquisition brings much more than a robo advisor to the asset manager.
In interviews, a dozen sources describe the Silicon Valley startup's rise and recent struggles to compete in the crowded wealth-tech space.
Revolut, Simple, Wealthfront, Moven, Personal Capital, N26, Wealthsimple, Acorns, FutureAdvisor, SIGFIG, Chime, WiseBanyan, Simple, Mint, Hedgeable, Betterment – in the past decade the financial services …