Vise AI

6 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.

AI & Machine LearningFintechSaaS

Investors · 6

Bling Capital$1M – $5M

Dorm RoomBrooklyn · $90K – $250K

Great Oaks Venture CapitalNew York · $50K – $500K

Streamlined Ventures

The MBA Fund

Tq Ventures LlcNew York

In the news

Vise AI | TechCrunchtechcrunch.com · 2023