Vise

Vise automates investment management with AI. Its full-stack platform spans the entire lifecycle of the advisor-client r...

Sequoia

What they do

Problem

Financial advisors spend significant time manually building, managing, and monitoring client investment portfolios instead of focusing on client relationships.

Solution

Vise provides an AI-driven, full-stack investment management platform that automates portfolio customization, management, and ongoing intelligence across the advisor-client lifecycle.

Who it's for

Financial advisors and wealth management firms managing client portfolios.