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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.
PERFORMANCE Equity is a Greenwich, CT-based company in the Financial Services sector.
Parthenon Capital Inc is a Boston, MA-based company in the Financial Services sector.
mannonoil is a Weston, MA-based company in the Financial Services sector.
MVP Capital Partners is a private equity firm focused on buyouts and recapitalizations of lower middle market growth companies located in the Central and Eastern United States. MVP has consistently and successfully applied this investment approach for over 25 years.