Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios. 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.
View Top Employees from ViseWebsite | https://vise.com |
Employees | 123 (63 on RocketReach) |
Founded | 2016 |
Address | 521 Broadway 3rd Floor, New York, New York 10012, US |
Technologies |
JavaScript,
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Industry | Investment Management |
Keywords | Digital Wealth Management, Personalized Investment Advice |
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63 people are employed at Vise.
Vise is based in New York, New York.