Vise Financial, founded in 2016 and headquartered in New York City, New York, has raised about $125 million in funding and reached a $1 billion valuation. The company provides AI-based portfolio management software that automates investment creation, rebalancing, and tax-efficient trading for financial advisors. Backed by investors such as Ribbit Capital and Bond Capital, Vise combines automation with analytics to enhance portfolio performance and advisor efficiency, positioning itself as a key player in the AI-driven wealth management space.