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Vise raises $45m in Series B funding

New York based portfolio management platform intended to automate investment management for financial advisors using AI raised $45m in Series B funding led by Sequoia Capital.

“The thesis is that we believe humans are the future of advisories, and we believe that A.I. should help them,” said Ravi Gupta, the partner at Sequoia who led this round.

Tags

portfolio management, wealth management