Vise is an AI-driven portfolio management platform for financial advisors.
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About Vise Stock
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.
Co-Founder & CEO
Co-founder and Chief Investment Officer
VP of People
VP of Product
Senior Engineering Manager
Vice President and Head of Investment Strategy