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AI powered Investment Management and Intelligence for Financial Advisors

AI powered Investment Management and Intelligence for Financial Advisors

Vise AI provides Financial Advisors the ability to outsource investment decisions, while still creating bespoke portfolios, personalized to client's goals. Vise AI arms advisors with intelligence behind portfolio decisions and AI-powered insights to provide the clients with institutional level investment advice.

By analyzing a client's investment criteria, including goals, risk tolerance, and investment philosophy, the system can create customized portfolios of individual stocks and ETFs uniquely tailored to a client. Unlike third-party managers, Vise AI provides portfolio intelligence to explain investment decisions and show the necessary transparency and clarity to the industry. Advisors can focus on the most important aspects of their business, while Vise AI addresses all their client's previous concerns.

Samir Vasavada

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Samir is the Co-Founder and CEO of Vise AI, aiming to automate Investment Management for Financial Advisors.

Runik Mehrotra

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Runik is the Co-Founder and CTO of Vise AI, aiming to transform investment management for financial advisors.
Total raised

$2M

Funded over

1 round

Latest round

Seed (May 2019)

Frontend Software Engineer (SF Only)

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Financial Software Engineer (Quant)

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Senior Full-Stack Software Engineer (SF Only)

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UX/UI Designer (US Remote OK)

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Head of Sales

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