# Vwise

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/vwise

- Industry: Software
- Headquarters: Aliso Viejo, US
- Website: https://vwise.com/
- Total disclosed funding: $3M
- Latest round: Series D (Jun 4, 2014)
- Investors on record: 1

## About

Vwise provides a digital engagement platform tailored for financial services, enhancing participant experiences through personalized, data-driven solutions.Founded in 2006, Vwise is based in Aliso Viejo, US, and specializes in delivering engagement solutions for financial services. The company has successfully closed 12 deals, with the latest funding round occurring on April 12, 2017, where it raised USD 0.5 million in Series D funding, bringing the total amount raised to USD 0.5 million and valuing the company at USD 20.56 mn post-money. The CEO of Vwise is David Ferrigno.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 operates primarily in the United States but aims to expand its reach into other regions with a growing demand for enhanced participant engagement strategies.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. Vwise's clients, which include retirement and financial product providers, benefit from quantifiable increases in participant engagement, influencing the overall financial health of their offerings.In April 2017, Vwise raised USD 0.5 million in Series D funding, which valued the company at USD 20.56 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.

## Funding rounds

- Series D, Jun 4, 2014, $3M — Mosaik Partners

## Investors

- Mosaik Partners (https://capitalatlas.ai/funds/mosaik-partners) — Series D