Vise is an AI-powered wealth management platform founded in 2016 that enables financial advisors to provide institutional-quality portfolio management to their clients. The platform uses artificial intelligence to create personalized investment strategies, perform ongoing portfolio optimization, and provide real-time risk management. Vise allows advisors to offer customized portfolios based on individual client goals, risk tolerance, and values, including ESG investing options. The company serves registered investment advisors and has managed billions in assets, helping democratize sophisticated portfolio management tools.
AI-powered wealth management platform that helps financial advisors provide personalized investment management and portfolio optimization.
Vise has raised $128M in total funding, with their most recent round being a Series B. The company operates in the Fintech sector.
Vise was founded in 2016 and is headquartered in New York, New York.
Vise operates in the Fintech sector. AI-powered wealth management platform that helps financial advisors provide personalized investment management and portfolio optimization.
