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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.
LNK Partners is a White Plains, NY-based company in the Financial Services sector.
Asset Strategy is a wealth management firm that specializes in private wealth management, corporate retirement plans, and tax-advantaged wealth strategies. We provide impartial investment and risk management strategy services to both individuals and c...
LJH Global Investments is a Naples, FL-based company in the Financial Services sector.
Ted W. Walters and Associates L.P. is a Tyler, TX-based company in the Financial Services sector.