Company Insights
Total employees
7.2% from last year
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New hires (YTD)
5% of total workforce
Departments
650 in Engineering
Locations
5,012 in New York, NY
- Vise is an AI-powered platform that delivers personalized investment portfolios at scale, specifically targeting Registered Investment Advisors (RIAs) with innovative strategies like customizable long short capabilities.
- In September 2025, Vise surpassed $30 billion in platform assets and announced a strategic partnership with Bitwise Asset Management to integrate cryptocurrency strategies into its offerings.
- Vise's platform is designed for Registered Investment Advisors, enabling them to construct personalized long short strategies and seamlessly incorporate them into client portfolios, enhancing transparency and market exposure.
- The ideal buyer for Vise is a Registered Investment Advisor looking to differentiate their service offerings and improve client outcomes through advanced, technology-driven investment strategies, making this a critical time for sales engagement as the market evolves towards personalized investing.
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