Vise

Vise

AI platform for financial advisors' asset management

About

Vise provides an asset management platform designed for financial advisors, helping them create and manage personalized investment portfolios for their clients. The platform uses artificial intelligence to automate tasks like portfolio rebalancing and risk assessment, allowing advisors to concentrate on building client relationships and making strategic decisions. Unlike many competitors, Vise offers a subscription-based model that is scalable, catering to both small and large advisory firms. The goal of Vise is to empower financial advisors to achieve better investment outcomes while efficiently scaling their operations.

Company Stage

Series C

Employees

51-200

Industries

Fintech, AI & Machine Learning, Financial Services

Total Funding

$130M

Headquarters

N/A

Founded

2016


Simplify Jobs

Simplify's Take

What believers are saying

  • Vise's recent $45M Series B funding round from prominent investors like Sequoia Capital and Founders Fund indicates strong financial backing and growth potential.
  • The platform's AI-driven capabilities allow financial advisors to focus more on client relationships and strategic decision-making, enhancing job satisfaction and client outcomes.
  • Vise's mission to create the asset manager of the future offers employees the opportunity to be at the forefront of innovation in the financial advisory industry.

What critics are saying

  • The loss of 35% of its assets under management and significant employee attrition could indicate underlying operational challenges.
  • The competitive landscape in fintech and wealth management is fierce, with established players like Goldman Sachs making strategic acquisitions.

What makes Vise unique

  • Vise leverages advanced AI to automate time-consuming tasks for financial advisors, unlike traditional platforms that rely heavily on manual processes.
  • Their scalable subscription-based model caters to both small advisory firms and larger enterprises, providing flexibility that many competitors lack.
  • Vise's focus on creating personalized investment portfolios driven entirely by technology sets it apart in the wealth management market.

Help us improve and share your feedback! Did you find this helpful?


Growth & Insights
Headcount

6 month growth

4%

1 year growth

11%

2 year growth

60%

Benefits

Comprehensive health plans

401(k) savings plan

Flexible PTO

Parental Leave

Wellness Reimbursement

Learning & Development

Recently Posted Jobs

Sign up to get curated job recommendations

Vise is Hiring for 0 Jobs on Simplify!

Find jobs on Simplify and start your career today

💡
We update Vise's jobs every 8 hours, so check again soon! Browse all jobs →