Vise Raises $45M to be the AI-Powered Investment Management Platform for Investment Advisors
Global managed assets account for $74T in AUM. While institutional investors account for sixty percent of this amount, the remaining portion is managed by smaller institutions and advisers.
Vise is the AI-powered investment management platform that empowers independent advisory practices. The company is focused on servicing the entire client-advisor relationship through automation while still allowing advisors to maintain a personalized relationship. Since launching in the fall of 2019, the company has already scaled to 50 employees, quadrupled its customer base since May, and counts investment firms like Aurelian Capital Partners, Barber Financial Group, and Hexagon Capital Partners as clients.