vWise Overview

  • Year Founded
  • 2006

Year Founded

  • Status
  • Private

  • Employees
  • 17

Employees

  • Latest Deal Type
  • Series E

  • Latest Deal Amount
  • $8.61M

  • Investors
  • 2

vWise General Information

Description

Developer of a data-enabled experience platform designed to provide an effective and scalable engagement experience. The company's platform is based on behavioral finance fundamentals and provides an interactive participant experience that reflects the way today's digital-savvy audiences consume content, enabling financial services providers, information providers, and advisors to maximize operational efficiency and increase profitability across the retirement continuum.

Contact Information

Website
www.vwise.com
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 27068 La Paz Road
  • Suite 450
  • Aliso Viejo, CA 92656
  • United States
Primary Industry
Business/Productivity Software
Other Industries
Media and Information Services (B2B)
Vertical(s)
SaaS
Corporate Office
  • 27068 La Paz Road
  • Suite 450
  • Aliso Viejo, CA 92656
  • United States

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vWise Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
7. Later Stage VC (Series E) 17-Jun-2021 $8.61M Completed Generating Revenue
6. Later Stage VC (Series D) 11-Dec-2017 Completed Generating Revenue
5. Later Stage VC (Series D) 02-Oct-2015 Completed Generating Revenue
4. Later Stage VC (Series D) 05-Jun-2014 Completed Generating Revenue
3. Later Stage VC (Series C) 03-Feb-2014 Completed Generating Revenue
2. Early Stage VC (Series B) 14-Nov-2008 $1.1M $1.97M Completed Startup
1. Early Stage VC (Series A) 12-Oct-2007 $865K $865K Completed Startup
To view vWise’s complete valuation and funding history, request access »

vWise Cap Table

Stock # of Shares
Authorized		 Par Value Dividend Rate ($) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
Series E
Series D
Series C
Series B 1,814,268 $0.03 $0.58 $0.58 1x $0.58 1.58%
Series A 1,529,484 $0.03 $0.53 $0.53 1x $0.53 1.33%
To view vWise’s complete cap table history, request access »

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vWise Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a data-enabled experience platform designed to provide an effective and scalable engagement experience. The
Business/Productivity Software
Aliso Viejo, CA
17 As of 2026

Grand Rosière, Belgium
 

Lancaster, PA
 
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vWise Competitors (35)

One of vWise’s 35 competitors is Odoo, a Venture Capital-Backed company based in Grand Rosière, Belgium.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Odoo Venture Capital-Backed Grand Rosière, Belgium
Benefix Venture Capital-Backed Lancaster, PA
isolved HCM Private Equity-Backed Charlotte, NC
HiBob Private Equity-Backed New York, NY
Ceipal Venture Capital-Backed Rochester, NY
You’re viewing 5 of 35 competitors. Get the full list »

vWise Patents

  • 1

    Total Documents Applications and Grants

  • Total Patents Families

  • Granted

  • Pending

  • Expiring in next 12 mo

vWise Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-20130018817-A1 Method and system for online automated association of individual risk tolerance and retirement plan investments Inactive 15-Jul-2011

vWise Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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vWise Investors (2)

Investor Name Investor Type Holding Investor Since Participating Rounds
Franklin Templeton Asset Manager Minority
Mosaik Partners Venture Capital Minority
To view vWise’s complete investors history, request access »

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vWise FAQs

  • When was vWise founded?

    vWise was founded in 2006.

  • Where is vWise headquartered?

    vWise is headquartered in Aliso Viejo, CA.

  • What is the size of vWise?

    vWise has 17 total employees.

  • What industry is vWise in?

    vWise’s primary industry is Business/Productivity Software.

  • Is vWise a private or public company?

    vWise is a Private company.

  • What is the current valuation of vWise?

    The current valuation of vWise is .

  • What is vWise’s current revenue?

    The current revenue for vWise is .

  • How much funding has vWise raised over time?

    vWise has raised $20.9M.

  • Who are vWise’s investors?

    Franklin Templeton and Mosaik Partners have invested in vWise.

  • Who are vWise’s competitors?

    Odoo, Benefix, isolved HCM, HiBob, and Ceipal are some of the 35 competitors of vWise.

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