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Vise

Investment Management

Specialities :
Investment management
Ria
Financial advisors
Fintech
Financial services

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
$65.0M
size-icon Size
51 - 200
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

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. Vises 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 3.0the 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

What are Vise's specialties? +

Investment management,ria,financial advisors,fintech,financial services,portfolio management,investment methodology,personalized investing,customized investing,direct indexing,factor investing,esg investing,and artificial intelligence

What is Vise's industry? +

Vise operates in the Investment management industry.

What is Vise's revenue? +

Vise's revenue is 11m - 100m

What is Vise's company size? +

Vise has 51 - 200 employees.

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