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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.
John Joe Terril, founder of Terril & Company. As you view it, know that Terril founded the company in 1979 as an independent, fee-based concern, meaning all of its revenues are derived from client fees. Terril & Company does not charge or accept commissions tied to the sale or purchase of securities. Investment commitments are made solely on their potential for total return to the client. The mutuality of economic interest eliminates any potential conflict of interest between Terril & Company and its clients. It also explains why referrals from current clients, which include individuals, trusts and private/corporate retirement plans, are its #1 source of new business.
Draupnir LLC is a Chicago, IL-based company in the Financial Services sector.
Institutional Venture Partners is a Menlo Park, CA-based company in the Financial Services sector.
Pritzker Group, the investment firm founded by Tony and J.B. Pritzker, comprises three professional investment teams: middle-market acquisitions, technology venture capital and asset management. Unlike private equity and venture capital firms with traditional limited partner structures, Pritzker Group`s permanent capital base brings significant advantages, including alignment with management teams, efficient decision-making and flexible transaction structures. The Pritzkers` history and the firm`s success give their companies access to an unparalleled network of advisors, strategic partners and customers.