HR Execs on the Move


 
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.
  • Number of Employees: 100-250
  • Annual Revenue: $10-50 Million
  • www.vise.com
  • One World Trade Center Suite #84A
    New York, NY USA 10007
  • Phone: 415.737.5666

Executives

Name Title Contact Details
Diana Lawless
Director, Sales Development Profile
Yoonie Kim
Vice President, People and Talent Profile
Tyler John
Chief Sales Officer Profile
Christine Tseng
Chief Marketing Officer Profile
Christine Tseng
Chief Marketing Officer Profile

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