JobsVise
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.
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Company details
Employees
194
Industry
Investment Management
Headquarters
New York, NY
Founded
2016
Specialties
Investment ManagementRIAFinancial AdvisorsFintechFinancial ServicesPortfolio ManagementInvestment MethodologyPersonalized InvestingCustomized InvestingDirect IndexingFactor InvestingESG Investingand Artificial Intelligence
