Vise
HQ Address
521 Broadway, 3rd Floor, New York, NY 10012, United States
Website Address
Business introduction
Vise enables wealth management firms to scale without sacrificing personalization
Build, manage, and explain personalized portfolios all in one platform
Our journey as Vise founders began when we were tech-obsessed, slightly nerdy 13-year-olds ignited by a shared passion for applied artificial intelligence. We built a few apps, created our first startup at 14, and found ourselves advising major businesses and financiers on AI.
Through this process, we got to know a number of financial advisors—and learned what was holding them back. Vise’s vision is to create the asset manager of the future, enabling financial advisors to deliver their clients personalized investment advice across all asset classes entirely driven by technology.
Vise Solutions
Vise
Personalized portfolio construction Individual risk profiles Create unique risk profiles for every portfolio. Vise takes in portfolio variables such as investment timeframe, target portfolio value, portfolio focus and more. Utilizing these the portfolio is customized for every client, every time. Customized portfolio restrictions Build out a dedicated strategy by adding or removing specific asset......
