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AI powered Investment Management and Intelligence for Financial Advisors

AI powered Investment Management and Intelligence for Financial Advisors

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 City, we are a well-funded startup, backed by Sequoia Capital, Founders Fund, Bling Capital and individual investors like Steve Chen the founder of Youtube. 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.
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Senior Frontend Software Engineer

Sales Leader

Senior Frontend Software Engineer

Senior Full Stack Engineer

Financial Software Engineer (Quant)

Junior Recruiter/Sourcer

Product Designer

Technical Product Manager

Account Manager

Account Executive

Runik Mehrotra

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Co-Founder and CIO @Vise ; backed by @Sequoia Capital and @Founders Fund ; AI powered Investment Management and Intelligence to reinvent Wealth Management

Samir Vasavada

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Co-Founder and CEO @Vise ; backed by @Founders Fund ; AI powered Investment Management and Intelligence to reinvent Wealth Management
Total raised

$16.5M

Funded over

2 rounds

Latest round

Series A (May 2020)