| Name | Title | Contact Details |
|---|---|---|
Shawn Hood |
Chief Technology Officer | Profile |
The Advisory Firm is a Alpharetta, GA-based company in the Financial Services sector.
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.
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Dougherty and Company is a Minneapolis based investment bank specializing in small cap and tax-exempt issuers. Founded in 1977, the firm has been built on the strength of long-term relationships and the ability to find innovative solutions for clients
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