Vise
Founded Year
2016Stage
Series C | AliveTotal Raised
$126.55MValuation
$0000Last Raised
$65M | 4 yrs agoAbout Vise
Vise is an asset manager that creates and manages investment portfolios for financial advisors. The company provides portfolio management solutions that include tax-loss harvesting, investment strategies, and insights to inform investment decisions. Vise serves independent Registered Investment Advisors (RIAs) and RIA aggregators, providing them with tools for their practices. It was founded in 2016 and is based in New York, New York.
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Vise's Product Videos
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ESPs containing Vise
The ESP matrix leverages data and analyst insight to identify and rank leading companies in a given technology landscape.
The investment portfolio construction & optimization market uses data-driven algorithms and analytics to help financial professionals optimize portfolio composition, risk management, and returns. Solutions in this market include robo-advisory platforms, direct indexing tools, and AI-driven portfolio management systems that take into account factors such as asset allocation, risk tolerance, market …
Vise named as Outperformer among 14 other companies, including BlackRock, Addepar, and Betterment.
Vise's Products & Differentiators
Portfolio Construction and Transition Analysis
Vise gives financial advisors a high level of control, flexibility, and automation to build fully customized portfolios. At its core is Portfolio Creator—a guided workflow that supports onboarding via integrations with all major custodians (e.g., Schwab, Fidelity, etc.), third-party systems like Orion, or AI-powered PDF parsing. Advisors can lock holdings, set restrictions, define cash allocations, and build portfolios using ETFs, direct indexing, structured products, or Vise’s proprietary factor models. The platform supports home office and custom models with granular customization, including exclusions by company, sector, or values. Advisors can then create tax efficient transition scenarios & generate client ready PDF's comparing the existing vs. target portfolio.
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Research containing Vise
Get data-driven expert analysis from the CB Insights Intelligence Unit.
CB Insights Intelligence Analysts have mentioned Vise in 2 CB Insights research briefs, most recently on Sep 27, 2024.
Oct 6, 2023
The AI in wealth management market mapExpert Collections containing Vise
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
Vise is included in 4 Expert Collections, including Unicorns- Billion Dollar Startups.
Unicorns- Billion Dollar Startups
1,277 items
Fintech
9,653 items
Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.
Fintech 100
250 items
250 of the most promising private companies applying a mix of software and technology to transform the financial services industry.
Artificial Intelligence
10,033 items
Latest Vise News
Jun 24, 2025
Itau Unibanco Holding S.A. (NYSE:ITUB) Shares Acquired by GAMMA Investing LLC Posted by MarketBeat News on Jun 24th, 2025 GAMMA Investing LLC lifted its position in shares of Itau Unibanco Holding S.A. ( NYSE:ITUB – Free Report ) by 442.4% during the first quarter, Holdings Channel.com reports. The firm owned 24,750 shares of the bank’s stock after acquiring an additional 20,187 shares during the period. GAMMA Investing LLC’s holdings in Itau Unibanco were worth $136,000 as of its most recent filing with the Securities and Exchange Commission (SEC). A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Boston Common Asset Management LLC grew its stake in shares of Itau Unibanco by 15.1% during the 1st quarter. Boston Common Asset Management LLC now owns 1,612,969 shares of the bank’s stock worth $8,871,000 after purchasing an additional 211,701 shares during the period. Mackenzie Financial Corp grew its stake in Itau Unibanco by 296.8% in the 4th quarter. Mackenzie Financial Corp now owns 224,741 shares of the bank’s stock valued at $1,115,000 after acquiring an additional 168,100 shares during the period. GTS Securities LLC acquired a new stake in Itau Unibanco in the 4th quarter valued at $103,000. Vise Technologies Inc. grew its stake in Itau Unibanco by 14.0% in the 4th quarter. Vise Technologies Inc. now owns 61,367 shares of the bank’s stock valued at $304,000 after acquiring an additional 7,556 shares during the period. Finally, Voloridge Investment Management LLC grew its stake in Itau Unibanco by 127.2% in the 4th quarter. Voloridge Investment Management LLC now owns 6,290,328 shares of the bank’s stock valued at $31,200,000 after acquiring an additional 3,521,518 shares during the period. Get Itau Unibanco alerts: Itau Unibanco Price Performance Itau Unibanco stock opened at $6.65 on Tuesday. The company’s fifty day moving average price is $6.41 and its 200 day moving average price is $5.56. Itau Unibanco Holding S.A. has a 1 year low of $4.42 and a 1 year high of $6.85. The stock has a market capitalization of $71.69 billion, a P/E ratio of 9.40, a P/E/G ratio of 1.03 and a beta of 0.76. The company has a debt-to-equity ratio of 2.43, a quick ratio of 1.74 and a current ratio of 1.74. Want More Great Investing Ideas?
Vise Frequently Asked Questions (FAQ)
When was Vise founded?
Vise was founded in 2016.
Where is Vise's headquarters?
Vise's headquarters is located at 521 Broadway, New York.
What is Vise's latest funding round?
Vise's latest funding round is Series C.
How much did Vise raise?
Vise raised a total of $126.55M.
Who are the investors of Vise?
Investors of Vise include Sequoia Capital, Ribbit Capital, Michael Ovitz, Allen & Company, Greenoaks and 20 more.
Who are Vise's competitors?
Competitors of Vise include Brooklyn Investment Group, Fundment, Aisot Technologies, Pebble, O'Shaughnessy Asset Management and 7 more.
What products does Vise offer?
Vise's products include Portfolio Construction and Transition Analysis and 2 more.
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Compare Vise to Competitors
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