Vise

Vise, founded in 2016 and headquartered in New York City, is a technology-powered asset management platform designed to assist financial advisors in constructing and managing personalized investment portfolios. The platform leverages artificial intelligence to automate portfolio design, trade execution, and ongoing rebalancing, enabling advisors to offer tailored investment strategies to their clients.

The company has raised approximately $125 million across multiple funding rounds. Notable investors include Sequoia Capital, Ribbit Capital, BOND, Founders Fund, Bling Capital, and Canvas Ventures. In May 2021, Vise secured a $65 million Series C funding round, elevating its valuation to over $1 billion.

Vise distinguishes itself by utilizing AI to create customized portfolios using individual securities, which are automatically executed and rebalanced. This approach addresses challenges such as the time-consuming nature of portfolio management and the need for personalized investment strategies, allowing financial advisors to scale their operations and deliver more tailored solutions to clients.

In the AI landscape, Vise operates within the category of AI-driven investment management, applying machine learning algorithms to optimize portfolio construction and management for financial advisors.

For more information, please visit vise.com.

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