Vise is a fintech company that offers a cloud-based investment management platform for financial advisors. It provides a suite of tools that enable advisors to analyze, monitor and manage client portfolios.
Vise was founded in 2016 by Samir Vasavada and Runik Mehrotra in New York City.
The company raised a total of $65 million in funding over 4 rounds.
Some of the major investors in Vise include Ribbit Capital, Sequoia Capital, Founders Fund, and Two Sigma Ventures.
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Vise AI is a machine learning-based portfolio management tool that helps advisors generate customized investment recommendations for their clients.
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Vise is a cloud-based investment management platform for financial advisors that provides a suite of tools to help them analyze, monitor and manage client portfolios.
Vise was founded in 2016 by Samir Vasavada and Runik Mehrotra in New York City.
Vise AI is a machine learning-based portfolio management tool that helps advisors generate customized investment recommendations for their clients.
Vise pricing is available on request and varies depending on the size and needs of each advisory firm.
Vise's use of machine learning and data analytics to provide personalized investment advice and portfolio management tools sets it apart from its competitors.