Full-Time

Senior Software Engineer

Vise

Vise

51-200 employees

AI-driven asset management platform for advisors

Compensation Overview

$180k - $250k/yr

+ Equity

New York, NY, USA

In Person

Primarily onsite at SoHo office in New York, NY; no remote option stated.

Category
Software Engineering (1)
Requirements
  • 5+ years of software development experience outside of education and internships
  • Experience with backend and frontend languages. Our stack includes Python, Golang, TypeScript, so direct experience working with these is a big plus
  • Experience with React and a familiarity with the latest frontend frameworks and tools
  • Experience with relational databases — we use Postgres
  • Firm understanding of data structures, algorithms, and software design
  • Strong analytical and debugging skills
  • Effective interpersonal, communication, and collaboration skills with proven problem solving abilities
Responsibilities
  • Lead the implementation of the systems that power and scale our business
  • Uncover and address system bottlenecks as we mature our tech stack
  • Partner with the Product team to provide impactful, measurable and testable solutions for our customers
  • When appropriate, coach and mentor engineers on best practices
  • Advocate for best in class technology and tooling to improve the development experience
  • Contribute to operational excellence
Desired Qualifications
  • Prior work experience with financial data, investment tools and/or markets
  • Familiarity with Airflow or an equivalent pipeline management system.

Vise provides an AI-powered asset management platform for financial advisors. It helps advisory firms create and manage personalized client portfolios, automating tasks like portfolio rebalancing and risk assessment to save time and reduce costs. The platform is subscription-based and scalable, serving both small firms and larger enterprises. By handling routine and complex portfolio management with technology, Vise enables advisors to focus more on client relationships and strategic planning. Compared with traditional wealth management tools, Vise differentiates itself through AI-driven automation, a scalable pricing model, and a focus on delivering better investment outcomes. The company's goal is to become the asset manager of the future by offering technology-driven, personalized portfolios across asset classes.

Company Size

51-200

Company Stage

Series C

Total Funding

$126.5M

Headquarters

New York City, New York

Founded

2016

Simplify Jobs

Simplify's Take

What believers are saying

  • Partnership with Charles Schwab provides hyper-customized ETF and security portfolios.
  • Generative AI analyzes millions of data points across stocks, bonds, and alternatives.
  • Daily tax-loss harvesting maximizes tax efficiency for advisors' clients.

What critics are saying

  • Manhattan West departed in 2024-2025, losing largest client and 100 employees.
  • Charles Schwab builds competing portfolio automation into Advisor Services.
  • Fidelity's Wealth Advisor OS and Vanguard's tech commoditize Vise's tools.

What makes Vise unique

  • Vise Intelligence fine-tunes AI to summarize portfolios and explain trades.
  • Vise Long Short launched December 17, 2025, for customizable RIA strategies.
  • Vise enables tax-efficient transitions from mutual funds to personalized portfolios.

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Benefits

Comprehensive health plans

401(k) savings plan

Flexible PTO

Parental Leave

Wellness Reimbursement

Learning & Development

Growth & Insights and Company News

Headcount

6 month growth

-2%

1 year growth

-1%

2 year growth

-1%
ETF Daily News
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Brighton Jones LLC acquired a new stake in Cheniere Energy in the fourth quarter worth about $335,000.

Capital Riesgo
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VentureBeat
Sep 29th, 2023
Vise Intelligence Is A New Ai To Assist — Not Replace — Financial Advisors

VentureBeat presents: AI Unleashed - An exclusive executive event for enterprise data leaders. Network and learn with industry peers. Learn More. Of all the industries rushing to embrace generative AI, it seems odd that we haven’t heard — nor reported more on fintech, and more specifically, financial advisors. But here comes Vise to buck the trend. The seven-year-old New York City fintech former unicorn co-founded by two (at the time) 16-year-olds suffered a bout of bad press over the last several years, losing 35% of its assets under management (AUM) in a matter of months, only to see Business Insider reporting on the departure of its largest client, Manhattan West, and the loss of more than 100 employees since its start, through attrition and layoffs

Securities.io
Sep 25th, 2023
Samir Vasavada, Co-Founder & Ceo Of Vise – Interview Series

Samir Vasavada is the Co-Founder & CEO of Vise, a technology-powered asset manager that uses artificial intelligence to help financial advisors build, manage, and explain personalized portfolios for their clients.You met your Co-Founder when you were 12, could you share some details regarding these early days and what were some of the first apps that you collaboratively worked on?It's always fun to reminisce about the early days. When Runik and I met at college summer classes at the age of 12, we were just two kids with a shared passion for technology and a curiosity about the world. We were drawn to each other's ambition and started collaborating on small tech projects. One of our first apps was a simple game, and while it wasn't groundbreaking by any means, it was our first taste of creating something from scratch. We were hooked.After this you both started advising financial institutions on how AI works, how did you get to this point, and what were some of your biggest lessons from this chapter in your life?Over time, our interests matured from just building apps to finding a new scalable way to build apps, and we began to see the potential of AI. We were fascinated by its capabilities and started diving deep into its intricacies

AlleyWatch
Dec 15th, 2020
Greenoaks invests into Vise in $45M

Vise, the AI-powered investment management platform for advisory practices, has raised $45M in Series B funding from investors that include Sequoia Capital, Founders Fund, Greenoaks Capital, and Allen & Company.