Vise is a technology company founded in 2016 that builds tools for financial advisors. Its platform spans the entire advisor-client relationship lifecycle, including portfolio construction, tax-loss harvesting, and AI-powered client insights. The company operates at the intersection of artificial intelligence and financial technology, focusing on portfolio management and tax optimization across all asset classes.
The Vise Platform manages over $90 billion in assets across more than 135,000 accounts, serving the wealth management and financial advisory sectors. The company is SEC-registered, fiduciary, and SOC 2 compliant.
Vise was founded by teenage entrepreneurs with a shared interest in applied AI. The firm positions itself as a full-stack solution for advisors seeking to deliver personalised investment advice at scale.
