Vise Technologies, Inc. Overview
Pro stress-test →Vise Technologies, Inc., headquartered in New York, NY, is a fintech firm that operates through its subsidiary Vise AI Advisors, an SEC-registered investment adviser founded in 2019. The company is a registered investment advisor and technology platform that delivers personalized portfolios at scale across nearly every asset class and strategy. Vise addresses the modernization of wealth management by enabling financial advisors to deliver customized, automated investment solutions at scale.
Strategic Profile
Pro stress-test →The firm's mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling their firms to their maximum potential. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios. Backed by investors like Sequoia, and Founders Fund, Vise has raised nearly $130 million since its founding in 2016.
Competitive Landscape
Pro stress-test →Competitors of Vise include GeoWealth, Brooklyn Investment Group, Fundment, Aisot Technologies, and Pebble. Broader competition spans traditional wealth platforms (Orion, Schwab PortfolioCenter) and emerging fintech robo-advisory solutions. Vise's competitive advantage lies in its RIA-focused B2B2C model enabling advisors to deliver white-label, AI-driven customization rather than generic algorithmic solutions.
Industry Context
Vise Technologies, Inc. operates in AI-driven wealth management platforms.
Key facts
Founded: 2016 · Headquarters: New York, US · Employees: 50-100 · Revenue: $50-100M