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Vise Stock (VISE)
Vise is an AI-driven portfolio management platform for financial advisors.
About Vise Stock
Founded
2016
Headquarters
New York, NY, US
Industries
Software, Data and Analytics, Financial Services
Vise automates investment management for financial advisors using artificial intelligence. Vise has built a full-stack platform spanning the entire lifecycle of the advisor-client relationship, including designing personalized portfolios for clients, managing portfolios, and providing on-going intelligence. By doing so, Vise helps financial advisors focus on their most valuable resource -- their client relationships. Vise was founded in 2016 by Samir Vasavada and Runik Mehrotra in New York, New York.
Vise Press Mentions
Stay in the know about the latest news on Vise
Vise Intelligence is a new AI to assist — not replace — financial advisors
venturebeat • Sep 30, 2023
The unraveling of fintech darling Vise
businessinsider • Mar 04, 2023
RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios
fintechfutures • Aug 26, 2022
Vise Launches New Features to Help Financial Advisors Navigate Market Volatility
fintechfutures • Jun 17, 2022
Tech Layoffs Analysis: Late-Stage Startups Are Hit Hardest
news • Jun 16, 2022
Vise Management
Leadership team at Vise
Co-Founder & CEO
Samir Vasavada
Co-founder and Chief Investment Officer
Runik Mehrotra
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How to invest in Vise stock?
Accredited investors can buy pre-IPO stock in companies like Vise through EquityZen funds. These investments are made available by existing Vise shareholders who sell their shares on our platform. Typically, these are early employees who need to fund a life event – house, education, etc. Accredited investors are then offered the opportunity to invest in this stock through a fund, like those used by hedge funds serving large investors. While not without risk, investing in private companies can help investors reach goals of portfolio diversification, access to potential growth and high potential return. Learn more about our Guided Investment process here.
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Shareholders can sell their Vise stock through EquityZen's private company marketplace. EquityZen's network includes over 320K accredited investors interested in buying private company stock. Learn more about the easy and guided Shareholder process here.
If I invest, how do I exit my investment?
There are two ways to exit your private company investment on EquityZen's marketplace. The first is if the company has an exit event like an IPO, merger or acquisition. In that case, we will distribute the shares and/or cash to you directly. The second way is through an Express Deal on EquityZen, if eligible. An Express Deal allows you to sell your allocation of private shares in a given private company to another investor on EquityZen's marketplace. More information on Express Deals can be found here and exit information can be found here.
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