About Vise
Vise is a pioneering technology-powered asset manager based in New York, United States. Established in 2016, Vise has revolutionized the investment management industry by empowering financial advisors with the tools to build, manage, and explain highly personalized portfolios. With a focus on delivering superior investment outcomes, Vise caters to the evolving needs of today’s financial advisors and their clients.
Our Mission
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 at the forefront of the industry-wide shift towards Wealth 3.0, which represents the next evolution in investment strategies—moving beyond traditional mutual funds, ETFs, and index funds to offer personalized, automated portfolio management.
Innovation and Technology
Leveraging cutting-edge technology, including artificial intelligence, Vise supports a range of investment strategies such as direct indexing, factor investing, and ESG investing. This approach allows for a high degree of customization and personalization in investment portfolios, setting Vise apart in the fintech and financial services sector.
Culture and Values
Vise fosters a culture of innovation, collaboration, and transparency. The company values trust and empowerment, encouraging its team to take initiative and drive forward the company’s mission. With a team of over 125 employees, Vise is committed to diversity and inclusivity, ensuring a supportive and dynamic work environment.
Why Work With Us?
Joining Vise means being part of a team that is passionate about transforming the financial advisory landscape. Employees at Vise enjoy a range of benefits including competitive salaries, health benefits, and a flexible work environment that promotes work-life balance. The company’s supportive culture and commitment to professional development make it an ideal workplace for those looking to advance their careers in fintech and investment management.
Our Impact
Backed by prominent investors like Sequoia and Founders Fund, Vise has raised nearly $130 million since its inception. The company’s innovative approach and robust technological platform have positioned it as a leader in the investment management industry, continuously setting new standards for personalized investing.
