Vise Stock
Vise is a technology-powered asset management platform designed to assist financial advisors in creating and managing personalized investment portfolios. Leveraging artificial intelligence, Vise automates portfolio construction, trade execution, and rebalancing, enabling advisors to deliver tailored investment strategies and insights for their clients.
Founded: 2016
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Vise Company Overview
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Management Team
| Samir Vasavada Co-Founder and Chief Executive Officer |
| Runik Mehrotra Co-Founder and President |
| Andy Waisburd Co-Chief Investment Officer |
| Travis Fairchild Co-Chief Investment Officer |
| Ross Znavor President |
