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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.
Real Financing is a Saint Paul, MN-based company in the Financial Services sector.
Three Cord True Wealth Management is a registered investment advisor. Securities offered through LPL Financial, Member SIPC. https://t.co/x4CIKA2fvC
Heritage West Financial is a San Diego, CA-based company in the Financial Services sector.
Aweida Capital Partners is a Superior, CO-based company in the Financial Services sector.