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    Vise

    At a Glance

    Finance / Fintech

    51-200

    Overview

    Vise is an artificial intelligence-powered asset management platform tailored for financial advisors, enabling them to build, manage, and explain personalized portfolios. The platform leverages AI technology to automate portfolio management, allowing advisors to focus on cultivating client relationships while offering tailored investment strategies that align with individual financial goals. By evolving the wealth management experience, Vise moves beyond traditional financial products such as mutual funds and ETFs, embracing a model where customization is prioritized. The company's team consists of experienced professionals from leading financial and tech firms, bringing together a blend of expertise to drive innovation in investment solutions. Vise is committed to fostering a diverse and inclusive workplace, ensuring a range of perspectives contributes to its mission of transforming wealth management.

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