| Name | Title | Contact Details |
|---|---|---|
Sean Sullivan |
Managing Director and Chief Legal Officer | Profile |
Drew Weilbacher |
Managing Director and Chief Compliance Officer | Profile |
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.
Jwkodak Capital Management is a Chatham, MA-based company in the Financial Services sector.
Signature Funding is a Largo, FL-based company in the Financial Services sector.
Red Rock Capital Management is a Riverton, UT-based company in the Financial Services sector.
David A. Noyes & Company has not only survived during tough economic time, but we are an investment firm that has helped clients thrive and prosper for generations with an uncommon dedication to personal service. Imagine having a top investment firm as a