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.comThese are collections Vise is a part of. Click on the collection name to view similar companies.
Series C
$65,000,000
Series B
$45,000,000
Series A
$14,500,000
Seed
$3,500,000
0 out of 5 stars
Based on 0 reviews
Worked here? Share your experience. Help others decide if this company is right for them. Write a review on Vise.