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Vise AI Advisors

Vise AI Advisors

Market Valuation

$1 B

2021-05-18

Total Funding

$81 M

Vise AI Advisors Summary

Company summary

Overview
Vise AI Advisors is a company that automates investment intelligence and management for financial advisors using artificial intelligence. It builds a full-stack platform spanning the entire lifecycle of the advisor-client relationship, including designing personalized portfolios for clients, managing portfolios, and providing on-going intelligence.
Type
Private
Founded
2016
HQ
New York, NY, US | view all locations
Website
https://vise.com
Cybersecurity rating
Sectors

Key people

  • Samir Vasavada

    Samir Vasavada, Co-Founder & Chief Executive Officer

  • Travis Fairchild

    Travis Fairchild, Head of Investment Strategy

  • Wei Zhong

    Wei Zhong, Head of Quantitative Engineering

  • Christine Tseng

    Christine Tseng, Chief Marketing Officer

Operating MetricsView all

Assets Under Management

$800M

May, 2020

LocationsView all

1 location detected

  • New York, NY HQ

    United States

    521 Broadway #3rd

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