Vise today announced a $65 million Series C financing round led by Ribbit Capital, with participation from existing investors including Sequoia. The startup launched on the Disrupt Startup Battlefield stage in 2019 and has since raised upwards of $125 million. Vise uses an AI-powered platform to give independent financial advisors the same level of data as advisories with their own analyst departments. The goal, cofounder and CEO Samir Vasavada has told me in the past, is to give indie financial advisors the time and energy to cultivate their client relationships, rather…
