Vise
Entity

  • Vise

    Created in 2016
  • BETA

    Trend leader (A+)
    Existing signals make this entity one of the most dynamic startups

  • Social networks

    3,547 6,546 9,070

  • Activities

    fintech

  • Technologies

    A.I. SaaS

  • Entity types

    Startup

  • Location

    521 Broadway #3rd, New York, NY 10012, USA

    New York

    United States of America

  • Employees

    Scale: 51-200

    Estimated: 142

  • Engaged corporates

    2
    1 2

  • Added in Motherbase

    4 years, 6 months ago
Description
  • Value proposition

    Vise is a platform that enables wealth firms to build, manage, and explain personalized portfolios at scale

    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.

    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

  • Technology powered personalized investing at scale | Vise Homepage

    Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios.

    • https://vise.com/
Corporate interactions BETA
Corporate TypeTweets Articles
Sequoia Capital
Sequoia Capital
Startup accelerator & VC, Venture Capital and Private Equity Principals
Sequoia Capital
Startup accelerator & VC, Venture Capital and Private Equity Principals 		Capitalistic
Partnership
Not event

19 May 2021


Apple
Apple
Consumer Electronics, Computers and Electronics Manufacturing
Apple
Consumer Electronics, Computers and Electronics Manufacturing 		Other

16 Dec 2019


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