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Vise
Fintech
Vise is a New York-based fintech company providing AI-driven portfolio management technology that helps independent financial advisors build and manage customized client investment portfolios more efficiently.
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Vise was founded in 2016 by Samir Vasavada and Runik Mehrotra, based on the observation that independent financial advisors, who typically manage investment portfolios for individual clients rather than working within a large institutional asset management structure, often lack access to the sophisticated portfolio construction and management technology that larger institutional asset managers have built internally, relying instead on more manual portfolio management processes or standardized, less customized model portfolios that don't fully reflect each individual client's specific financial circumstances, goals, and preferences. Vise's platform uses AI and quantitative portfolio construction techniques to help independent financial advisors build and manage more customized, sophisticated investment portfolios for their individual clients, aiming to give advisors at smaller, independent advisory practices access to portfolio construction and ongoing management capabilities more comparable to what larger institutional asset managers have historically been able to offer through significant internal quantitative research and technology investment that most independent advisory practices could never justify building on their own given their smaller individual scale. The company has positioned its technology as helping financial advisors more efficiently manage a larger number of client relationships with more personalized portfolio management than would be feasible using more manual portfolio construction and management processes, potentially letting advisors focus more of their time on higher-value client relationship and financial planning activities rather than the more mechanical aspects of portfolio construction and ongoing rebalancing, while still delivering meaningfully customized investment management for each individual client rather than a more generic, one-size-fits-all model portfolio approach. Vise's customers are independent financial advisors and registered investment advisory firms seeking more sophisticated portfolio management technology than they could feasibly build or afford independently. The company has raised substantial venture funding from investors including Sequoia Capital, Founders Fund, and Ribbit Capital, reaching a valuation exceeding $1 billion, positioning itself within the broader wealth management technology category serving independent financial advisors.
FOR QUALIFIED INSTITUTIONAL AND ACCREDITED INVESTORS ONLY: Under federal securities laws, private market investments on this platform are available exclusively to Institutional and Accredited Investors. Verification of status required before investing. Private investments involve significant risks including illiquidity, potential loss of principal, and limited disclosure requirements. "Augment" refers to Augment Markets, Inc. and its affiliates. Augment Markets, Inc. is a technology company offering software and data services, not a bank or financial institution. Cash Accounts are provided by Modern Treasury Corp. financial institution partners and through Augment's technology. Augment does not act as a money services business, provide money transmission, or serve as a custodian of funds. Funds held in your Cash Account are not FDIC insured unless expressly disclosed. Full terms available in the Augment Cash Account Agreement. Brokerage services are offered through Augment Capital, LLC, an affiliated broker-dealer and member FINRA/SIPC. "Investment accounts" are not brokerage accounts and do not hold customer funds or securities. Investment advisory services are offered through Augment Advisors, LLC, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Neither Augment Advisors, LLC nor Augment Capital, LLC provide legal or tax advice; consult your attorney or tax professional regarding your specific situation. For additional information, please refer to Augment Advisors, LLC's Form ADV Part 2A (Firm Brochure) and FINRA BrokerCheck.
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