Vise automates investment management for financial advisors using artificial intelligence. Vise has built a full-stack platform spanning the entire lifecycle of the advisor-client relationship, including designing personalized portfolios for clients, managing portfolios, and providing on-going intelligence. By doing so, Vise helps financial advisors focus on their most valuable resource -- their client relationships. Vise was founded in 2016 by Samir Vasavada and Runik Mehrotra in New York, New York.
Vise's core mission is centered around revolutionizing the asset management industry by leveraging the power of artificial intelligence and data-driven insights. Their primary objective is to empower financial advisors with cutting-edge technology, enabling them to make more informed and efficient investment decisions for their clients. By combining human expertise with advanced AI capabilities, Vise aims to transform the financial landscape, fostering a more personalized and effective approach to wealth management.
- Innovation: Vise embraces a culture of cutting-edge technology and inventive thinking, enabling employees to develop groundbreaking solutions in the world of artificial intelligence and finance.
- Collaboration: Vise believes in the power of teamwork, fostering a cooperative environment that values diverse opinions and encourages collective decision-making to drive the company forward.
- Transparency: Vise is dedicated to maintaining open communication and honesty within the organization, ensuring that employees have a clear understanding of the company's goals, expectations, and progress.
- Empowerment: Vise supports its employees in taking ownership of their work, providing the necessary tools and resources to help them excel in their roles and contribute to the company's success.
- Continuous Learning: Vise encourages employees to grow both professionally and personally, offering opportunities for skill development, knowledge expansion, and career advancement within the organization.
Co-Founder & CEO
Co-founder and Chief Investment Officer
VP of People