Avatar for Vise
Vise
Actively Hiring
Technology-Powered Asset Manager for customized, intelligent investing
  • B2B
  • Growth Stage
    Expanding market presence
  • Top Investors
    This company has received a significant amount of investment from top investors
  • +1

Vise Talent Network

Reposted: 5 months ago
Visa Sponsorship

Not Available

RelocationAllowed
Hiring contact

Lynn Perry

About the job

Interested in what Vise is building but do not see a role that fits what you are looking for? Or perhaps you’re not yet ready to make a move. Join the Vise Talent Network, we will keep you up to date on what we are doing and when we open a new role that matches your experience, we are able to connect with you faster.

About Vise:

Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today's world, AI is driving personalization across various industries, enhancing the way we shop, consume content, and engage with technology. Embracing this trend, Vise is leading the charge to bring this level of personalization to how we invest. Vise ushers in Wealth 3.0, moving beyond mutual funds and ETFs to offer personalized and automated portfolios. By harnessing the power of AI, Vise enables financial advisors to create tailored investment strategies that cater to each client's unique financial needs and goals.

Financial advisors are at the heart of this transformation, as their relationships with clients are essential to understanding and meeting each client's unique financial needs. With Vise, advisors can focus on nurturing these relationships instead of spending time building and managing portfolios. Our platform empowers advisors to create institutional-grade, personalized portfolios, automate their management, and explain valuable insights that enhance their expertise and service to clients. Vise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor's behalf; Vise charges an AUM fee for its services.

Our exceptional New York team comprises world-class Ph.D. quants, investment researchers, and engineers with experience at industry-leading firms like Citadel, Blackrock, Stripe, and Stanford. Combining top financial and engineering talent, we pride ourselves on delivering products faster and understanding our customers' needs better than anyone else in the market. Vise has garnered the support of prominent venture capital firms, raising over $130M from Sequoia Capital and Founders Fund, among others.

Vise celebrates and embraces diversity and is committed to building a team that represents a variety of experiences, backgrounds, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, gender identity, gender expression, sexual orientation, non-disqualifying physical or mental disability, national origin, veteran status, or other applicable legally protected characteristics.

#LI-DNI

About the company

Vise company logo

Vise

Actively Hiring
Technology-Powered Asset Manager for customized, intelligent investing51-200 Employees
Company Size
51-200
Company Type
SaaS
Company Type
Information Technology
Company Type
Financial Institution
  • B2B
  • Growth Stage
    Expanding market presence
  • Top Investors
    This company has received a significant amount of investment from top investors
  • Valuation $1B+
    This company has a valuation of $1B or more
Learn more about Vise image

Funding

AMOUNT RAISED
$128M
FUNDED OVER
4 rounds
Rounds
C
$65,000,000
Series C - Apr 2021+3

Perks

Healthcare benefits
401K Match
12 Weeks Paid Parental Leave
Remote friendly
Unlimited PTO
Company meals
Wellness benefits
Commuter benefits

Founders

Runik Mehrotra
Co-founder and Chief Investment Officer • 3 years • 8 years
New York City
image
View the team image

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