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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.
CRT was established in 1990 and has grown to over 150 professionals in investment banking, research, sales and trading and asset management.
Peconic Partners is a New York, NY-based company in the Financial Services sector.
At Perella Weinberg Partners, we provide one service: trusted advice. As a leading independent advisory firm, we devise creative solutions to clients` most complicated strategic problems. We believe nothing is unsolvable. Since we started the firm in 2006, our focus has remained steadfast – help clients make strategic and alternative investment decisions based on diverse, informed perspectives. Our team of 650 professionals serves our clients from offices in eleven cities around the world, including New York, Houston, London, Abu Dhabi, Austin, Calgary, Chicago, Denver, Dubai, San Francisco, and Los Angeles.
MPM Capital is a Boston, MA-based company in the Financial Services sector.