Vise is an SEC-registered investment adviser that provides innovative solutions for financial advisors, helping them build, manage, and explain personalized investment portfolios at scale. Vise's platform integrates cutting-edge AI technology to automate portfolio construction, management, and various advisory tasks, enabling advisors to deliver improved client investment outcomes efficiently. It specializes in offering services to Registered Investment Advisors (RIAs) and operates through intermediaries, without direct client access. By leveraging automation, Vise empowers financial advisors to enhance their service quality while scaling their business effectively.
Investment Management β’ RIA β’ Financial Advisors β’ Fintech β’ Financial Services
51 - 200 employees
Founded 2016
πΈ Finance
π³ Fintech
π€ Artificial Intelligence
π° $65M Series C on 2021-05
October 22
Investment Operations Specialist to manage onboarding at Vise, an AI-driven platform.
πΊπΈ United States β Remote
π΅ $60k - $75k / year
π° $65M Series C on 2021-05
β° Full Time
π’ Junior
πΈ Financial Planning and Analysis
π«π¨βπ No degree required
π¦ H1B Visa Sponsor