VISE

vise-logo

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.

#SimilarOrganizations #People #Financial #Event #Website #More

VISE

Social Links:

Industry:
Artificial Intelligence (AI) Financial Services FinTech Insurance InsurTech

Founded:
2016-10-01

Address:
New York, New York, United States

Country:
United States

Website Url:
http://www.vise.com

Total Employee:
101+

Status:
Active

Contact:
+1 646 374 0888

Email Addresses:
contact@vise.com

Total Funding:
128 M USD

Technology used in webpage:
Domain Not Resolving SPF Amazon Google Apps For Business Amazon Virginia Region Amazon Route 53 Amazon S3 CDN DMARC Nginx 1.14 Slack


Similar Organizations

aris-capital-logo

Aris Capital

Aris Capital provides AI-driven investment strategies to institutions.

atomic-logo

Atomic

Atomic is an AI-powered financial platform for money management.

awen-logo

Awen

Awen is a real-time payments platform that builds machine learning infrastructure for lenders.

chaka-technologies-logo

Chaka Technologies

Chaka is an Investment Passport for Africans and African businesses to trade global capital markets.

douugh-logo

Douugh

Douugh is a smart bank account, helping people live financially healthier.

portfoliowise-logo

PortfolioWise

PortfolioWise is an ETF research, analysis, and client communications platform for financial advisors.

tslc-logo

TSLC

TSLC is an AI/ML-driven credit enablement platform company.


Current Advisors List

ravi-gupta_image

Ravi Gupta Board Member @ Vise
Board_member

shaun-maguire_image

Shaun Maguire Chairman @ Vise
Board_member

Current Employees Featured

samir-vasavada_image

Samir Vasavada
Samir Vasavada Co-Founder & CEO @ Vise
Co-Founder & CEO
2016-10-03

runik-mehrotra_image

Runik Mehrotra
Runik Mehrotra Co-founder and Chief Investment Officer @ Vise
Co-founder and Chief Investment Officer

yoonie-kim_image

Yoonie Kim
Yoonie Kim VP of People @ Vise
VP of People
2020-06-02

niki-sri-kumar_image

Niki Sri-Kumar
Niki Sri-Kumar VP of Product @ Vise
VP of Product
2020-07-03

zoran-basich_image

Zoran Basich
Zoran Basich Head Of Content @ Vise
Head Of Content
2022-02-01

tyler-green_image

Tyler Green
Tyler Green Senior Engineering Manager @ Vise
Senior Engineering Manager
2020-04-01

not_available_image

Kelly Leyden
Kelly Leyden Chief People Officer @ Vise
Chief People Officer
2021-07-01

dave-twardowski_image

Dave Twardowski
Dave Twardowski Vice President and Head of Investment Strategy @ Vise
Vice President and Head of Investment Strategy

robert-nance_image

Robert Nance
Robert Nance Sales @ Vise
Sales
2020-01-01

Founder


runik-mehrotra_image

Runik Mehrotra

samir-vasavada_image

Samir Vasavada

Investors List

sequoia-capital_image

Sequoia Capital

Sequoia Capital investment in Series C - Vise

ge32-capital_image

GE32 Capital

GE32 Capital investment in Series C - Vise

ethos-vc_image

Ethos VC

Ethos VC investment in Series C - Vise

ribbit-capital_image

Ribbit Capital

Ribbit Capital investment in Series C - Vise

human-capital-da7c_image

Human Capital

Human Capital investment in Series C - Vise

tq-ventures_image

TQ Ventures

TQ Ventures investment in Series C - Vise

northstar-vc_image

northstar.vc

northstar.vc investment in Series C - Vise

michael-ovitz_image

Michael Ovitz

Michael Ovitz investment in Series B - Vise

sequoia-capital_image

Sequoia Capital

Sequoia Capital investment in Series B - Vise

greenoaks-capital_image

Greenoaks

Greenoaks investment in Series B - Vise

Key Employee Changes

Date New article
2021-01-20 Vise Appoints Former Dropbox Executive As Chief Technology Officer

Official Site Inspections

http://www.vise.com Semrush global rank: 1.82 M Semrush visits lastest month: 12.16 K

  • Host name: 76.76.21.21
  • IP address: 76.76.21.21
  • Location: United States
  • Latitude: 37.751
  • Longitude: -97.822
  • Timezone: America/Chicago

Loading ...

More informations about "Vise"

Vise - Crunchbase Company Profile & Funding

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 …See details»

Our Mission | Vise

Vise’s vision is to create the asset manager of the future, enabling personalized portfolios across all asset classes entirely driven by technology. 60M+ Trades Since 2023. 3800+ Client Accounts. 3800+ Client Accounts. 50+ Advisory …See details»

Vise - LinkedIn

Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale. Vise’s mission is to enable financial advisors to deliver ...See details»

Technology powered personalized investing at scale | Vise …

Quick answers on all things Vise-related. Build \ Streamlined, all-in-one tool to make portfolio creation quick and easy. Manage \ Manage your entire client accounts and portfolio templates …See details»

Vise - Overview, News & Similar companies | ZoomInfo.com

Jun 27, 2024 Who is Vise. Vise is an investment portfolio management platform powered by artificial intelligence and built for the modern financial advisor. Founded in 2016, Vise gives …See details»

Vise Company Profile 2025: Valuation, Funding & Investors

Vise General Information Description. Operator of a portfolio management platform intended to automate investment management for financial advisors using artificial intelligence. The …See details»

Vise Company Profile | Management and Employees List - Datanyze

Vise Profile and History. Vise is an investment portfolio management platform powered by artificial intelligence and built for the modern financial advisor. Founded in 2016, Vise gives financial …See details»

Vise - Company Profile - Boring Business Nerd

Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios. Vise’s mission is to enable financial advisors to deliver better …See details»

Vise Company Profile - Office Locations, Competitors, Revenue

May 18, 2021 Vise has 5 employees at their 1 location and $81 m in total funding,. See insights on Vise including office locations, competitors, revenue, financials, executives, subsidiaries …See details»

Vise Mission, Values, Culture & Jobs - Teal HQ

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 …See details»

Vise - Sequoia Capital

Vise automates investment management with AI. Its full-stack platform spans the entire lifecycle of the advisor-client relationship, from customizing and managing client portfolios to providing …See details»

Vise’s Competitors, Revenue, Number of Employees, Funding

Vise’s Profile, Revenue and Employees. Vise is a New York-based AI platform that provides automated investment management, portfolio tracking and related solutions for financial …See details»

Vise is Fueling the Trillion Dollar RIA Aggregator Revolution

Sep 17, 2024 Additionally, our platform assets, which include both Vise’s managed assets for RIAs and assets on the Vise aggregator platform, have surpassed $3.5 billion, a 350% …See details»

Vise

Welcome to Vise! Streamlining tax-efficient transitions. Vise offers a personalized, efficient, and tax-smart solution to transition portfolios into Wealth Enhancement models and sleeves. …See details»

Frequently Asked Questions - Vise

Vise AI Advisors, LLC (“Vise”) is an SEC-registered investment adviser. The material presented is for informational purposes only and should not be construed as investment advice. It is not a …See details»

Vise

For any inquiries, contact our. Client Service Team..See details»

CEO And CIO: The Essential Partnership Of The Digital Era - Forbes

2 days ago A cyberattack that shuts down operations and damages the brand of an organization is often one of their biggest fears. Despite all these risks, CEOs are not tech-averse, far from …See details»

Unpack Complex Investments With Clear, Concise Insights | Vise

Vise AI Advisors, LLC (“Vise”) is an SEC-registered investment adviser. The material presented is for informational purposes only and should not be construed as investment advice. It is not a …See details»

Budget-Friendly DIY: Create a Multi-Function Vise for Your

InventionManufacturing electrical appliancesNice creative ideaEquipment manufacturing Equipment recycling Crafted from scraps Simple fabricationSee details»

Streamlined, All-in-One Tool To Build Personalized Portfolios - Vise

Vise AI Advisors, LLC (“Vise”) is an SEC-registered investment adviser. The material presented is for informational purposes only and should not be construed as investment advice. It is not a …See details»

linkstock.net © 2022. All rights reserved