The Next Evolution in Investment Management for Financial Advisors
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.