Vise Employee Directory
Investment ManagementNew York, United States51-200 Employees
Vise functions as an asset manager that leverages technology to help financial advisors create, manage, and explain tailored investment portfolios at scale. Its aim is to enable advisors to improve outcomes for clients while expanding their capacity to serve more accounts. The company positions itself in the Wealth 3.0 transition, emphasizing personalized, automated portfolios rather than traditional funds. Headquartered in New York City, New York, the firm maintains a mid-sized team with a footprint across the United States. Its primary customers are financial advisors seeking scalable and transparent portfolio solutions they can present to clients.
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