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Founded in October of 2016 by Samir Vasavada and Runik Mehrotra, Vise automates investment management for financial advisors using artificial intelligence. Vise has built a full-stack platforming spanning the entire lifecycle of the advisor-client relationship, including: designing personalized portfolios for clients, managing portfolios, and providing on-going intelligence. By doing so, Vise helps financial advisors focus on their most valuable resource -- their client relationships. Vise is headquartered in New York City and is backed by Sequoia Capital Founders Fund and Bling Capital.
Nitorum Capital, L.P. operates as an investment management firm. The Company offers portfolio management, financial planning, and investment advisory services. Nitorum Capital serves customers in the State of New York.
MSD Capital, L.P. was formed in 1998 to exclusively manage the capital of Michael Dell and his family. MSD is an investment firm primarily focused on the following investment activities: · Investing in publicly-traded securities; · Engaging in traditional private equity activities; · Investing in real estate; and · Selectively forming "partnerships" with established third-party managers in the private and public markets. MSD Capital has been organized to engage in a broad range of investment activities. Its primary objective is to build an investment portfolio focused on long-term capital appreciation.
Ingleside is a New York, NY-based company in the Financial Services sector.
Beacon Wealth Management, LLC is a Glen Rock, NJ-based company in the Financial Services sector.