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.
| Website | https://vise.com |
| Revenue | $14.7 million |
| Employees | 185 (89 on RocketReach) |
| Founded | 2016 |
| Address | 521 Broadway 3rd Floor, New York, New York 10012, US |
| Technologies |
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| Industry | Investment Management |
| Keywords | Portfolio Management, Asset Management, Financial Advisor Technology, Personalized Portfolios, Investment Management Software, Wealth Management Platform, Technology For Advisors, Investment Technology, Portfolio Construction, Financial Planning Software, Advisor Technology Platform, Wealthtech, Fintech, Digital Advice, Robo Advisor Platform, Investment Solutions, Portfolio Analytics, Client Reporting Tools, Financial Technology Solutions, Automated Investing |
| Competitors | J.P. Morgan, Fidelity Investments, Schwab Advisor Services, Vanguard, E*TRADE Bank c/o E*TRADE Financial, LLC, Wealthsimple, Betterment, Wealthfront, Acorns, Personal Capital +40 more (view full list) |
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Vise Questions
The Vise annual revenue was $14.7 million in 2026.
Ross Znavor is the President of Vise.
89 people are employed at Vise.
Vise is based in New York, New York.
Top Vise Employees
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Ross Znavor
President at Vise
New York, NY, US22 -
Samir Vasavada
Co-Founder and CEO at Vise
United States53 -
Kamal Jafarnia
Head of Legal and General Counsel at Vise
New York, NY, US5+5+ -
Larry Raffone
Executive and Board Advisor at Vise
Boston, MA, US45+ -
Wei Zhong
Head of Quantitative Engineering at Vise
New York, NY, US43 -
David Hiles
Head of Vise Accelerate at Vise
New York, NY, US42 -
Parth Mehta
Head of Product at Vise
New York, NY, US34 -
Annie Wang
Head of Product Engineering at Vise
New York, NY, US35 -
Nick Mela
Head of Finance and Accounting at Vise
New York, NY, US22
