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Vise

New York, United States (US) · Finance and Banking

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Data quality

Complete · Accuracy

Last verified

Apr 2026

Overview

Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale. Vise’s mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling to their maximum potential. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios. Backed by investors like Sequoia, and Founders Fund, Vise has raised nearly $130 million since its founding in 2016. The company has over 45 employees based across the U.S. with headquarters in New York.

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Contact Details

hello@vise.com

New York, United States (US), 521 Broadway

Founded

2016

Employees

100-150

Categories

Keywords

#investment management

#ria

#financial advisors

#fintech

#financial services

#portfolio management

#investment methodology

#personalized investing

#customized investing

#direct indexing

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