VISE
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
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:
[email protected]
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
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Current Advisors List
Current Employees Featured
Founder
Investors List
Sequoia Capital
Sequoia Capital investment in Series C - Vise
GE32 Capital
GE32 Capital investment in Series C - Vise
Ethos VC
Ethos VC investment in Series C - Vise
Ribbit Capital
Ribbit Capital investment in Series C - Vise
Human Capital
Human Capital investment in Series C - Vise
TQ Ventures
TQ Ventures investment in Series C - Vise
northstar.vc
northstar.vc investment in Series C - Vise
Michael Ovitz
Michael Ovitz investment in Series B - Vise
Sequoia Capital
Sequoia Capital investment in Series B - Vise
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
More informations about "Vise"
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Vise is the single integrated platform that helps you scale your firm & enable better investment outcomes. Construct fully custom portfolios for your clients in just a few clicks. Enable better …See details»
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Our leadership and advisory team have over 250 years of combined experience and bring to the table some of the best that finance and technology have to offer. Laurence D. & Lori W. Fink Endowed Chair in Finance at UCLA Anderson …See details»
Technology powered personalized investing at scale | Vise …
Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios.See details»
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Dimple Anderson is the Chief Compliance Officer at Vise, where she brings over 20 years of experience in the securities, investment advice and insurance industries. Prior to joining Vise, …See details»
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