Harness the power of artificial intelligence to build your client's personalized portfolios. The vise is designed to help you grow faster and automated to save you time. Vise is an artificial intelligence-driven asset management platform, built and designed specifically for the Financial Advisor of the future. We are transforming the financial industry by bringing the power of AI and machine learning to automate investment management for financial advisors and build fully customized portfolios backed by portfolio intelligence. Located in New York, we are a well-funded Series A stage startup, backed by Sequoia, Founders Fund and Bling Capital. We are working in one of the largest industries in the world, with customers who are hungry for modern tools and technology that will help them win.
Vise automates investment management for financial advisors using artificial intelligence. Vise has built a full-stack platforming 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 mo
B2B
26 to 50
Series A
$63,000,000
Scaling Up
2016
Investment Management
Financial Services
Built Portfolio For Financial Advisors
Increase Productivity
Better Experience
Business Growth
Increase Client Satisfaction
Finance
Yes
Active
Machine Learning
Natural Language Processing
Software
Dec 2020
- Vise continue building momentum and raises $45M from notable investors
Dec 2020
- Team has grown from 6 to over 50 in last 4 years. Company hopes to hire another 50 by early next year
Account Manager
New York, New York
Account Executive
New York, New York
Quantitative Engineer
New York, New York
Financial Software Engineer
New York, New York
Product Manager
New York, New York
AI/ML Professionals
6
2
$55 M
Company was founded 2016 and it took almost 4 years (Dec 2020) to raise first external round
Investors
Interested in researching Vise?
We have plenty of data and we can help. Our deal sourcing platform can help you perform more research about Vise
