Vise AI
9 known investors
Vise is an SEC-registered investment platform that enables financial advisors to build and manage personalized, tax-aware portfolios across multiple asset classes including direct indexing, fixed income, and long-short strategies. The platform serves registered investment advisors (RIAs) and asset managers, handling portfolio construction, rebalancing, tax management, and trading operations at scale.
Investors · 9
Bling CapitalMiami Beach · $1M – $5M
Dorm RoomBrooklyn · $90K – $250K
Great Oaks Venture CapitalNew York · $50K – $500K
Human CapitalSan Francisco · $250K – $200M
Manhattan WestLos Angeles
Mantis CapitalSanta Monica · $100K – $1M
Streamlined VenturesPalo Alto · $100K – $1M
The MBA Fund
Tq Ventures LlcNew York
In the news
- Vise AI | TechCrunchtechcrunch.com · 2023