Vise

Vise is a technology-driven asset management company based in New York, founded in 2016. It specializes in AI-powered investment management solutions designed for financial advisors and wealth managers. Vise's mission is to help advisors build, manage, and explain personalized portfolios efficiently, enhancing investment outcomes for their clients. The company offers an advanced investment management platform that utilizes artificial intelligence and data insights to create tailored investment strategies. Key features include tools for portfolio construction, real-time tracking, analysis, rebalancing, and client reporting. Vise's platform integrates with various custodians and financial institutions, streamlining operations for Registered Investment Advisors (RIAs) and enterprise RIAs, who manage client assets through Vise's services. Vise is recognized for its role in the shift toward "Wealth 3.0," providing personalized, automated portfolios across all asset classes. The company has raised nearly $130 million in funding from notable investors and employs around 60-70 people.