Vwise
Latest round
- Series D
Last raised
- Jun 2014
Total raised
- $3M
Investors
- 1
About Vwise
Founded in 2006, Vwise is based in Aliso Viejo, US, and specializes in delivering engagement solutions for financial services.56 mn post-money.Vwise specializes in creating data-driven solutions to enhance engagement for financial services providers. Their core offerings revolve around a digital engagement platform that simplifies the participant journey by transforming complex financial information into intuitive, personalized experiences. These solutions include streamlined plan enrollment, educational resources, and tools designed to increase product awareness and adoption. Vwise serves a diverse client base within highly regulated retirement and financial product markets, focusing on enhancing the user experience for both first-time and existing participants. The platform is customizable at the plan level and is available in both English and Spanish, ensuring accessibility across various demographics.Vwise generates revenue through partnerships with financial services providers, offering subscription-based access to their digital engagement platform. This model allows clients to leverage Vwise's technology to improve participant engagement and transaction completion rates. The platform is designed to facilitate frictionless transactions, enabling participants to easily navigate complex financial products and services. Revenue is derived from direct service fees associated with the use of the platform, reflecting the value added through improved enrollment processes and participant education.56 mn post-money. The funds are expected to support the development of new products aimed at enhancing user engagement and expanding into new geographic markets. Vwise aims to grow its presence beyond the US, focusing on regions with increasing demand for participant engagement strategies, although specific markets for expansion have not been detailed.
Who invested in Vwise
1 investor across 1 round
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Funding rounds
Series D
Jun 4, 2014
Amount
$3M
Investors
Questions about Vwise
Who invested in Vwise?
Vwise has 1 investor on record across 1 venture round. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has Vwise raised?
Vwise has raised 1 venture round. Sign up free to see how much each round raised and the total.
When did Vwise last raise money?
Vwise's most recent round on record is a Series D, in Jun 2014.
What does Vwise do?
Founded in 2006, Vwise is based in Aliso Viejo, US, and specializes in delivering engagement solutions for financial services.
Where is Vwise headquartered?
Vwise is headquartered in Aliso Viejo, US.
Which VCs invest in companies like Vwise?
Among active investors with capital left to deploy, Andreessen Horowitz, Founders Fund, Accel and Thrive Capital back software companies at Vwise's stage. Their profiles are linked below.
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