Vise is an asset management platform that provides financial advisors with technology to build, manage, and explain personalized investment portfolios for clients. It allows consolidation of investment processes into one integrated solution. Vise supports large-scale customization to align with firm strategies and specific client goals, including tax management and values-based investing. The platform offers automated optimization, tax-loss harvesting, and cash management tools. Vise’s AI-enhanced features provide advisors with in-depth portfolio insights and transparent trade rationales. With a minimum investment of $10,000, Vise caters to various asset classes and strategies in a single account, thereby aiming to aid advisors in scaling their practices.

Vise

Vise automates personalized portfolio management for financial advisors.

Vise lands $14.5M Series A round

Recent Funding News