Vise
New York, NY
Vise automates investment management for financial advisors using artificial intelligence. Vise has built a full-stack platform spanning the entire lifecycle of the advisor-client relationship, including designing personalized portfolios for clients, managing portfolios, and providing on-going intelligence. By doing so, Vise helps financial advisors focus on their most valuable resource -- their client relationships. Vise was founded in 2016 by Samir Vasavada and Runik Mehrotra in New York, New York.
vise.comCompany Details
Founded
- 2016
Employees
- Between 100 - 200 employees
Raised
- $128,000,000
Headquarters Location
- New York, NY
Public
- No
Acquired
- No
CEO
- Samir Vasavada
Founders
- Runik MehrotraSamir Vasavada
Company Collections
These are collections Vise is a part of. Click on the collection name to view similar companies.