Vise

Financial Software · New York, United States · 51-200 Employees

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Overview

Headquarters

521 Broadway Fl 3, New York, New York, 1...

Revenue

$14.7 Million

Industry

Financial Software Software

About Vise

Vise is an investment portfolio management platform powered by artificial intelligence and built for the modern financial advisor. Founded in 2016, Vise gives financial advisors the tools and technology to be more effective, efficient and intelligent resources for their clients. This includes fully automating the investment management process, creating highly customized portfolios, and providing insights on each investment decision. Vise is headquartered in New York.Explore more
Vise's Social MediaSIC Code 73,737NAICS Code 54,541Show more

Vise Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Vise

$14.7M
51-200
Private
$124.5M
2016
$53.6M
51-200
Private
-
2000
MG
Mark GehlbachPresident & Co-Founder
$16.7M
51-200
Private
-
-
NR
Nikki ReichardtDirector, Client Relations & Manager, Office
$8.4M
51-200
Private
-
1978
$5.7M
51-200
Private
-
1986
$5.1M
11-50
Private
<$5M
2009
Carol Sheffield, Chief Operations Officer at Per Stirling
Carol SheffieldChief Operations Officer
<$5M
11-50
Private
-
1986
KC
Kathleen CraneChief Financial Officer
Illustration of an envelope

Vise Tech Stack

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Frequently Asked Questions Regarding Vise

What is Vise's official website?
Vise's official website is www.vise.com
What is Vise's Revenue?
Vise's revenue is $14.7 Million
What is Vise's SIC code?
Vise's SIC: 73,737
What is Vise's NAICS code?
Vise's NAICS: 54,541
How many employees does Vise have?
Vise has 51-200 employees
What industry does Vise belong to?
Vise is in the industry of: Financial Software, Software
What is Vise competition?
Vise top competitors include: Capital Advisors, Karpus Investment Management, Disciplined Equities Management, True North Advisors
What technology does Vise use?
Some of the popular technologies that Vise uses are: DocuSign, DoubleClick, Eploy, Engage ATS
What does Vise do?

Vise is an investment portfolio management platform powered by artificial intelligence and built for the modern financial advisor. Founded in 2016, Vise gives financial advisors the tools and technology to be more effective, efficient and intelligent resources for their clients. This includes fully automating the investment management process, crea... ting highly customized portfolios, and providing insights on each investment decision. Vise is headquartered in New York.Read More

What are Vise social media links?
Vise Linkedin page Vise Twitter page Vise Facebook page
Who invested in Vise?
Vise has 7 investors including Founders Fund LLC, GREENOAKS, Allen & Company and Sequoia Capital.
Is Vise a public company?
Vise is private company therefore does not currently have an official ticker symbol
See more information about Vise

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