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.
Company Details
- Employees
- 165
- Founded
- -
- Address
- 521 Broadway,
- co****@****ise.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- vise.com
- Keywords
- Investment Management, RIA, Financial Advisors, Fintech, Financial Services, Portfolio Management, Investment Methodology, Personalized Investing, Customized Investing, Direct Indexing, Factor Investing, ESG Investing, Artificial Intelligence.
- HQ
- New York, NY
Vise Questions
Vise's website is vise.com
Vise's LinkedIn profile is https://www.linkedin.com/company/viseinc
Vise has
165 employees.
View email and phone details for 165
employees at Vise.
Vise's industry is
Investment Management
Vise's top competitors are
Prodvana (Acquired By Databricks),
Dispatch,
Monta,
Brex,
Pontera,
Newedge Wealth,
Opto Investments,
Actively Ai,
Addepar,
Ramp.
Vise's support email address is contact@vise.com
Vise's categories are Investment Management
Vise's founding year is 2016
