| Name | Title | Contact Details |
|---|
Founded in October of 2016 by Samir Vasavada and Runik Mehrotra, Vise automates investment management for financial advisors using artificial intelligence. Vise has built a full-stack platforming spanning the entire lifecycle of the advisor-client relationship, including: designing personalized portfolios for clients, managing portfolios, and providing on-going intelligence. By doing so, Vise helps financial advisors focus on their most valuable resource -- their client relationships. Vise is headquartered in New York City and is backed by Sequoia Capital Founders Fund and Bling Capital.
Labrador Capital is a Sherman Oaks, CA-based company in the Financial Services sector.
Devante Capital is a Burnaby, BC-based company in the Financial Services sector.
Ford Equity Research is a San Diego, CA-based company in the Financial Services sector.
CATERPILLAR FINANCIAL SERVICES is a Nashville, TN-based company in the Financial Services sector.