Company Email Format Management

Vise

Investment Management 521 Broadway 165 employees

Employees: 165
Contacts: 3
Emails: 3
Phones: 3

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Vise Overview

Headquarters: 521 Broadway
Website: vise.com
Industry: Investment Management
Employees: 165
Founded: 2016
Funding: 65.0M
Company Email: Available in AeroLeads
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Investment Management RIA Financial Advisors Fintech Financial Services Portfolio Management Investment Methodology Personalized Investing Customized Investing Direct Indexing Factor Investing ESG Investing

About Vise

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 better investment outcomes to their clients while scaling to their maximum potential. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios. Backed by investors like Sequoia, and Founders Fund, Vise has raised nearly $130 million since its founding in 2016. The company has over 45 employees based across the U.S. with headquarters in New York.

Vise Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 3; 75.0% coverage

Vise Org Chart

Sample employees and titles

Name	Title	Location	Contact
William Huang			View
Joe Cianciolo	Fintech Executive - Fmr Founder/ceo	United States	Email Phone
Kamal Jafarnia		New York, United States	Email Phone
Larry Raffone		Boston, Massachusetts, United States	Email Phone