Vise

About:

Vise is an AI-driven investment management platform for financial advisors.

Website: https://vise.com

Twitter/X: viseinc

Top Investors: Sequoia Capital, Greenoaks, Bling Capital, Founders Fund, Great Oaks Venture Capital

Description:

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.