Vise
Automated AI portfolio management platform for financial advisors.
fintechwealth-management
Company facts
Series C-stage
- Founded
- 2016
- Employees
- 70
- Headquarters
- United States
- Type
- Private
- Funding
- Series C · $65M · 2021
- Subsidiaries
- Vise AI Advisors, LLC
Open positions
2 jobs


2 views last month
Senior Client Success Associate
Open 135d North AmericaSenior
United States
Vise is hiring a Senior Client Success Associate to join our Account Management Team. You'll be a go-to resource for our financial advisor clients and a key part of Vise's operational core — working directly with…
AI Fintech Snowflake SQL Stripe
90K – 110K $

2 views 6 months ago
Senior Investment Strategist
Open 135d North AmericaSenior
United States
Location: Onsite – SoHo, New York City At Vise, we're building the future of investment management—powered by technology and driven by advisor needs. As a Senior Investment Strategist, you will play a key role in…
AI Analytics Automation Data Modeling Fintech +3 skills
175K – 210K $