Vise
Vise is an AI-driven portfolio management platform for financial advisors.
| Company Details | |
|---|---|
| Title | Vise |
| Industries | Artificial Intelligence, Financial Services, FinTech, Machine Learning |
| Headquarters Regions | Greater New York Area, East Coast, Northeastern US |
| Headquarters Location | New York, New York, United States |
| No Of Employees | 51-100 |
| Operating Status | Active |
Description
Vise automates investment management for financial advisors using artificial intelligence. Vise has built a full-stack platform spanning the entire lifecycle of the advisor-client relationship, including designing personalized portfolios for clients, managing portfolios, and providing on-going intelligence. By doing so, Vise helps financial advisors focus on their most valuable resource -- their client relationships. Vise was founded in 2016 by Samir Vasavada and Runik Mehrotra in New York, New York.