Vise wealth tech raised $14.5 million Series A led by Sequoia Capital - Business Insider

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Sequoia Capital is betting zero commissions will transform wealth management — and it's placing a big bet on an AI-based stock-picking startup for financial advisers

The round was led by Sequoia Capital, and included participation from the Founders Fund, Bling Capital, and Steve Chen, cofounder of YouTube, all previous investors.

Vise uses AI to build customized portfolios for customers, automating the investment process for financial advisers and leaving them to focus on managing clients and growing their business.

 

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