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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.
Gluskin Sheff Associates, Inc. is a Toronto, ON-based company in the Financial Services sector.
Washington Wealth Management is a San Diego, CA-based company in the Financial Services sector.
LederMark is a Baltimore, MD-based company in the Financial Services sector.
Newbridge Financial Services Group, Inc. is a Fort Lauderdale, FL-based company in the Financial Services sector.