HR Execs on the Move

Vise

www.vise.com

 
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

Similar Companies

Evanston Financial Strategies

Evanston Financial Strategies is a Schaumburg, IL-based company in the Financial Services sector.

Mobius Investments

Mobius Investments LLC is a Minneapolis, MN-based company in the Financial Services sector.

American Century Investments

American Century Investments is a Kansas City, MO-based company in the Financial Services sector.

LPS Applied Analytics

LPS Applied Analytics is a San Francisco, CA-based company in the Financial Services sector.

Palm Beach Capital Partners

"PALM BEACH - printing and office supplies firm Workflow Management said Tuesday it had raised $6.7 million through a ""sale-leaseback of five buildings totaling 427,000 square feet. The real estate transaction lets Workflow sell the properties but"