| Name | Title | Contact Details |
|---|
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.
Compass Point Research & Trading, LLC is a premier independent, full service investment firm focused exclusively on the financial services sector.
First Alliance Asset Management is a Dayton, OH-based company in the Financial Services sector.
Network 1 Financial Securities is a Red Bank, NJ-based company in the Financial Services sector.
AOC SOLUTIONS is a Chantilly, VA-based company in the Financial Services sector.