Vise

Vise is a technology-powered asset management firm headquartered in New York, United States. Founded in 2016, Vise employs over 45 individuals and has generated approximately $50 million in revenue. Vise provides financial advisors with tools to construct, manage, and clearly communicate personalized investment portfolios. Their platform aims to empower advisors to achieve superior investment outcomes for clients while expanding their businesses. Vise positions itself at the forefront of Wealth 3.0, a movement that transcends traditional investment vehicles like mutual funds, ETFs, and index funds, towards customized, automated portfolios. Backed by prominent investors such as Sequoia and Founders Fund, Vise has secured nearly $130 million in funding. Advisors interested in learning more about Vise's solutions can visit their website at vise.com.