About Vise

Vise is an AI-driven investment management platform that enables financial advisors to efficiently build, manage, and explain personalized portfolios at scale through automated processes like tax-loss harvesting and rebalancing. The platform addresses the challenge of fragmented technology in wealth management, allowing advisors to streamline operations and enhance client outcomes.

```xml <problem> Financial advisors face challenges in scaling their business due to fragmented technology, leading to inefficiencies in building, managing, and explaining personalized portfolios. This complexity hinders their ability to deliver tailored investment strategies and provide clear, concise insights to clients. </problem> <solution> Vise offers an AI-powered investment management platform designed to streamline and scale personalized portfolio creation, management, and client communication for financial advisors. The platform integrates proposal generation, reporting, tax-loss harvesting, and rebalancing into a single account across various asset classes and strategies. By automating key processes and providing AI-driven insights, Vise enables advisors to construct custom portfolios, manage client accounts efficiently, and clearly explain investment decisions, ultimately improving client outcomes and scaling their practice. </solution> <features> - Streamlined portfolio construction with a few clicks, enabling advisors to create custom portfolios based on firm strategy and client goals. - Automated daily tax-loss harvesting to potentially generate over 100bps in tax alpha. - Consolidated view of all client accounts in one place for efficient management. - AI-powered insights to explain complex investments with clear, concise information. - Integration with existing custodians and investment strategies for seamless implementation. - Support for various investment strategies, including systematic investing, direct indexing, and value-based customizations. - Capabilities for managing concentrated positions, tax-aware transitions, and automated cash sweeps. </features> <target_audience> Vise primarily targets independent RIAs and aggregator RIAs seeking to scale their business, improve client outcomes, and enhance operational efficiency through an integrated investment management platform. </target_audience> ```

What does Vise do?

When was Vise founded?

Vise was founded in 2016.

How much funding has Vise raised?

Vise has raised 65000000.

Founded

2016

Funding

65000000

Employees

158 employees

Major Investors

Ribbit Capital

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Vise

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Executive Summary

vise.com 7K+

Crunchbase

Founded 2016

Funding

Estimated Funding

$50M+

Major Investors

Ribbit Capital

Team (100+)

No team information available.

Company Description

Problem

Financial advisors face challenges in scaling their business due to fragmented technology, leading to inefficiencies in building, managing, and explaining personalized portfolios. This complexity hinders their ability to deliver tailored investment strategies and provide clear, concise insights to clients.

Solution

Vise offers an AI-powered investment management platform designed to streamline and scale personalized portfolio creation, management, and client communication for financial advisors. The platform integrates proposal generation, reporting, tax-loss harvesting, and rebalancing into a single account across various asset classes and strategies. By automating key processes and providing AI-driven insights, Vise enables advisors to construct custom portfolios, manage client accounts efficiently, and clearly explain investment decisions, ultimately improving client outcomes and scaling their practice.

Features

Streamlined portfolio construction with a few clicks, enabling advisors to create custom portfolios based on firm strategy and client goals.

Automated daily tax-loss harvesting to potentially generate over 100bps in tax alpha.

Consolidated view of all client accounts in one place for efficient management.

AI-powered insights to explain complex investments with clear, concise information.

Integration with existing custodians and investment strategies for seamless implementation.

Support for various investment strategies, including systematic investing, direct indexing, and value-based customizations.

Capabilities for managing concentrated positions, tax-aware transitions, and automated cash sweeps.

Target Audience

Vise primarily targets independent RIAs and aggregator RIAs seeking to scale their business, improve client outcomes, and enhance operational efficiency through an integrated investment management platform.