Vise

New York, New York, USA · ≈45 employees · vise.com

Vise is an AI-powered wealth management platform founded in 2016. It enables financial advisors, institutions, and individual investors to build and manage personalized investment portfolios using proprietary algorithms. The platform operates over $51 billion in assets and is trusted by many of the largest Registered Investment Advisors (RIAs) in the U.S. Vise offers a comprehensive platform that includes portfolio construction, automated trading and rebalancing, direct indexing, tax-loss harvesting, and asset management tools. Its technology allows for enhanced portfolio customization through options overlay strategies and provides a self-driving wealth feature that independently manages and explains portfolios. Vise aims to compound the wealth of the world by integrating these capabilities into a single scalable workflow for its clients.

Investment Management

Also: investment management · ria · financial advisors · fintech · financial services · portfolio management · investment methodology · personalized investing · customized investing · direct indexing · factor investing · esg investing

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Vise

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