About the role

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.

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Skills & Tags

go ai ios data product design

Aplyr's read

Vise is reshaping investment management by equipping financial advisors with cutting-edge tools, attracting talent passionate about fintech innovation and client empowerment.
Synthesized from recent postings & public sources

What's promising

•Vise offers advanced technology that enhances financial advisors' efficiency and decision-making.
•The company is expanding, evident from diverse roles like Senior Software Engineer and Compliance Officer.
•Vise's platform provides unique insights, setting it apart in the fintech landscape.

What to watch

•The fintech sector is highly competitive, posing challenges for Vise's market share growth.
•Limited public information about Vise's financial performance and long-term sustainability.
•Potential regulatory challenges could impact Vise's operations and product offerings.

Why Vise

•Vise focuses specifically on empowering financial advisors with tailored investment management tools.
•The company integrates technology with human expertise, enhancing personalized client service.
•Vise's platform leverages data insights to optimize investment strategies for advisors.

Aplyr’s read is generated by AI from public sources. Was it useful?