Vise Valuation, Funding & Investors

Ncino Inc is a provider of cloud-based software for financial institutions. Its software solution digitizes, automates, and streamlines inefficient and complex processes & workflows and utilizes data analytics & artificial intelligence that enables financial institutions to onboard new clients, make loans, and manage the entire loan life cycle, open deposits, and other accounts, and manage regulatory compliance. It also offers professional services, including configuration & implementation, training, and advisory services. The company generates the majority of its revenue from subscription services. The company caters to financial institutions, enterprise banks, regional banks, community banks, and credit unions. The vast majority of its revenue comes from the United States.

Bravura Solutions Ltd is engaged in the development, licensing and maintenance of specialized administration and management software applications as well as the provision of professional consulting services. It has two operating segments: Wealth Management and Funds Administration. The company generates maximum revenue from the Wealth Management segment. Wealth Management segment platforms provide end-to-end processing to support all back-office functions relating to the daily management of superannuation, pensions, life insurance, investment, private wealth and portfolio administration. Geographically, it derives a majority of revenue from Australia and also has a presence in the UK, New Zealand, and Other Countries.

Optasia is a B2B2X AI-powered fintech platform covering scoring, financial decisioning, disbursement and collection. The company operates across Africa, the Middle East, Asia, Europe, and Latin America. Its services include: Micro Lending, Airtime Advance, and Data Monetization.

Upvest is a Berlin-based fintech company, founded in 2017, that provides API-based investment infrastructure for banks and other fintechs. Its platform lets clients such as Revolut, N26, Santander's Openbank, and DKB offer brokerage services including fractional stock and ETF trading. Upvest processes more than 100 million investment orders a year and serves over 30 financial institutions across Europe.

iFAST Corp Ltd is an investment holding company. It is engaged in the development of software, marketing of unit trusts, exchange-traded funds, listed stocks, debt securities, and Singapore government securities through websites and acting as an investment advisor, dealer, and custodian in the securities. The company operates through geographic segments are Singapore, Hong Kong, Malaysia, United Kingdom, and China. The Singapore region generates maximum revenue for the company. iFAST receives revenue in the form of commissions and fees.

Augury is a Brooklyn-headquartered company founded in 2011 providing AI solutions for industrial machine health and process optimization. The platform ingests vibration, sound, and operational data from equipment to predict failures and streamline performance. Augury integrates with manufacturing systems at sites for food, chemical, and consumer goods producers across the United States and Europe.

DataSnipper is an AI-powered automation platform integrated into Excel for financial audits, headquartered in Toronto, Canada. The tool accelerates document review, data extraction, and verification processes for accounting firms and enterprises, reducing manual effort in due diligence and compliance workflows through intelligent matching and analysis features.

Govini is a McLean-headquartered software firm equipping U.S. defense and national security sectors with data analytics and AI applications. Its core product Ark operates on a proprietary National Security Knowledge Graph fusing commercial and government datasets. The platform streamlines workflows in supply chain management, science and technology assessment, production, sustainment, logistics, and modernization. Govini delivers tools to the Department of Defense, military branches, intelligence agencies, and defense contractors.

Tezign is a Shenzhen-headquartered generative AI company founded in 2015 that builds digital infrastructure for enterprise content production, management, distribution, and analysis. The platform leverages GenAI to assist global brands in creating high-volume visual and multimedia assets. Tezign serves clients such as Alibaba, Unilever, Procter & Gamble, Novartis, L'Oréal, Adidas, Lenovo, Bosch, McDonald's, Starbucks, Audi, and Porsche. Its ecosystem supports collaboration among content creators and has expanded to automotive and consumer goods industries.

TrustDecision is a Hangzhou-based fintech company founded in 2013 that provides risk control and anti-fraud solutions. It develops AI-powered software for financial institutions, insurers, payment platforms, e-commerce sites, and social networks, processing billions of transactions daily to detect theft and fraud.

Juniper Square is a San Francisco-headquartered software platform for private market fund managers providing investor portals, CRM, automated accounting, and compliance tools. It streamlines fundraising through digital subscription documents, wire tracking, and performance reporting for real estate, private equity, and venture funds. The company serves over 1,000 firms managing $3 trillion in assets with AI-powered insights and mobile access for investor relations.

Fenergo is a Dublin-headquartered SaaS provider of client lifecycle management software tailored for corporate, investment, and private banks worldwide. The platform integrates front- and middle-office operations, covering compliance requirements like KYC, CDD, AML, MiFID II, FATCA, and Dodd-Frank, alongside legal entity data management, product onboarding, collateral management, client servicing, and credit mitigants. Major financial institutions rely on Fenergo to accelerate onboarding processes, reduce setup times, and ensure consistent client experiences. In 2022, Chartis Research awarded Fenergo wins in three RiskTech100 categories and elevated it to 29th place among global risk and compliance technology leaders.

Overjet is a Boston-based dental artificial intelligence company offering FDA-cleared software for radiographic analysis and clinical decision support. The platform detects caries, bone loss, and pathologies on X-rays with diagnostic codes linked to insurance standards, integrating with practice management systems like Dentrix and OpenDental. Overjet partners with payers such as Delta Dental and serves thousands of dental offices nationwide.

Unit21 is a San Francisco-headquartered no-code platform for fraud detection and compliance. Founded in 2018, it provides APIs and dashboards for transaction monitoring, KYC, AML screening, and case management across fintech, crypto, and e-commerce. The platform processes millions of events daily using machine learning models trained on financial crime patterns.

Upstage is a South Korean artificial intelligence company headquartered in Yongin, with a U.S. office in San Jose. Founded in 2020, it builds enterprise generative AI products including the Solar family of large language models and document processing technology such as document parsing, automated task execution, and a Universal Information Extractor. Its tools are used by large enterprises including Samsung, as well as Korean insurance firms and government institutions.

Sardine is a risk management platform leveraging AI and machine learning for financial services firms. It detects fraud, assesses credit risks, and ensures compliance in digital banking and payments. San Francisco-headquartered Sardine serves fintechs and banks navigating online transaction threats.

Tennr is a San Francisco-headquartered AI company automating healthcare back-office processes such as fax handling, prior authorizations, referrals, and orders. Its platform extracts data from documents with high accuracy and orchestrates workflows into electronic health records like Epic and Cerner. Clinics and health systems use Tennr to cut processing times from days to minutes. The no-code agents integrate via APIs for custom automations tailored to provider needs across the United States.