Company profile

Vise

Vise is a platform that enables wealth firms to build, manage, and explain personalized portfolios at scale

Industry
Investment Management
Employees
194
Headquarters
New York, NY
Founded
2016
LinkedIn followers
12,101
Office locations
1

Vise company summary

Vise is a company in the Investment Management industry, headquartered in New York, NY, founded in 2016. On LinkedIn the company has around 194 employees and 12,101 followers. Its listed specialties include Investment Management, RIA, Financial Advisors, Fintech, Financial Services.

What technology does Vise use?

No technologies detected yet. Warmrank rechecks company websites on a rolling basis.

About Vise

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.

Specialties

Investment ManagementRIAFinancial AdvisorsFintechFinancial ServicesPortfolio ManagementInvestment MethodologyPersonalized InvestingCustomized InvestingDirect IndexingFactor InvestingESG InvestingArtificial Intelligence

Where is Vise located?

Vise lists 1 location.

New York, NY, USHQ
521 Broadway

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Frequently asked questions about Vise

What does Vise do?

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.

How many employees does Vise have?

Vise has around 194 employees on LinkedIn.

Where is Vise headquartered?

Vise is headquartered in New York, NY.

When was Vise founded?

Vise was founded in 2016.

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