Vise

Founded in October of 2016 by Samir Vasavada and Runik Mehrotra, Vise uses artificial intelligence to automate investment management for financial advisors. Vise has built a full-stack platform spanning the entire lifecycle of the advisor-client relationship, including designing custom indexes, managing the portfolio, and providing on-going intelligence. By doing so, Vise helps financial advisors focus on what matters most—their clients. Vise is headquartered in New York City and backed by Sequoia Capital Founders Fund and Bling Capital.