Layoff
May 2023Business Insider reported Vise laid off more than 20 employees from a roughly 100-person workforce; the same reporting also referenced an earlier smaller sales-team layoff in mid-2021 and leadership churn.
SourceCompany research
Public company, workplace, funding, and market signals
Updated Jul 29, 2026
Overview
Vise is an AI-powered wealth management platform for RIAs, enterprise wealth firms, and intermediaries. It helps advisors build, manage, explain, rebalance, and tax-optimize personalized portfolios at scale across equities, fixed income, alternatives, and options-based strategies.
Primary product
All-in-one advisor platform for building, managing, and explaining personalized portfolios at scale
Founded
2016
Headquarters
New York, NY, United States (521 Broadway, 3rd Floor, New York, NY 10012)
Team size
50-60 employees
Industry
Investment Management
Sub-industry
WealthTech / AI-powered advisor and RIA portfolio management software
Offices
521 Broadway, 3rd Floor, New York, NY 10012 (New York City / SoHo)
Business model
B2B SaaS / enterprise platform licensing
Asset-based sub-advisory fees
Negotiated enterprise implementation / platform fees
Funding
Stage
Late Stage VC (Series C)
Total raised
$128M
Latest round
Series C · May 2021
Latest amount
$65M
May 2021 · Ribbit Capital
Dec 2020 · Sequoia Capital
May 2020 · Sequoia Capital
May 2019
People & investors
Leadership
Co-Founder & CEO
Co-Founder & CIO
President
Head of Enterprise
Head of Investment Engineering
Head of Product Engineering
Head of Engineering
Head of Legal and General Counsel
Co-Head of Investments
Co-Head of Investments
Work & culture
Mission-driven, high-agency, and low-bureaucracy. Vise emphasizes ownership over titles, small high-output squads, direct feedback, and moving quickly rather than managing through layers of management.
Compensation
Public compensation signals include a paid fellowship, housing support for fellows, base salary, performance-based discretionary bonuses, benefits programs, and incentive compensation programs for financial professionals. Public salary bands were not found.
Benefits
Paid fellowship programs
Housing support for the summer 2026 fellowship in New York
Benefits programs
Incentive compensation programs
Product & market
Pricing
Asset-based advisory/subadvisory fees that are generally around 0.25%-0.50% of AUM for standard services, with CRS disclosures showing 0%-2% depending on services; large enterprise clients may also pay negotiated platform / implementation fees, and some discounts or waivers are offered.
Differentiators
- —AI-powered personalized portfolios at scale
- —Single platform for build, manage, explain, reporting, trading, rebalancing, and tax management
- —Daily tax-loss harvesting and automated optimization
- —Direct indexing with low minimums
- —Supports equities, fixed income, alternatives, options overlays, and long/short strategies
- —High configurability with proprietary optimization infrastructure
- —Enterprise solutions for large intermediaries and RIAs
- —Designed to reduce advisor admin time while preserving client customization
Technology
Google Cloud
Databricks
Snowflake
Figma
Greenhouse
Salesforce
React
Slack
Zoom
Asana
Stripe
SAML
OAuth
QuickBooks
NetSuite
Microsoft
Box
Retool
Jira
LinkedIn Recruiter
Customers
Registered Investment Advisors (RIAs)
Enterprise RIAs
RIA aggregators / intermediaries
Wealth management firms
NewEdge Wealth
Manhattan West
High-net-worth and ultra-high-net-worth clients served through intermediaries
Competitors
Vestmark
Orion Advisor Technology
Tamarac
55ip
GeoWealth
Canvas
Parametric
Envestnet
Scale & contact
Estimated revenue
$1M-$10M
Estimated monthly visits
29.6K
Traffic estimate as of Jul 2026
Signals & risks
Other
Nov 2024RIABiz described a strategic reset toward RIA M&A and 'wellness' monetization, with Ross Znavor stepping in as president and Vise shifting its positioning.
SourceOther
Feb 2026Vise published an official post saying it eliminated traditional titles (VP, Director, Senior Director) and flattened the org into Heads, Leads, and builders after a prior headcount reduction from more than 150 to around 40.
SourceLatest news
FinancialContent / Business Wire · Jul 2026
Partnership expands Vise's roster of asset-manager strategies and lets advisors deploy Alpha Architect models inside Vise with client-level personalization, tax optimization, and single-workflow portfolio management.
Vise LinkedIn · Jul 2026
Vise said it crossed $100B in platform assets, with 355% year-over-year growth and over $11.5B AUM in Vise Strategies; the post frames growth as driven by advisor adoption and product fit.
Vise LinkedIn · Jun 2026
Vise highlighted Radar, a new product area that opens access to private investments, including SpaceX ahead of a public offering, signaling expansion into private-market access.
Vise · Feb 2026
Official company post explaining the move to a flatter organization with Heads, Leads, and builders, plus commentary on the company’s reset and headcount reduction.
Vise · Dec 2025
Official product launch for Vise Long Short, an extension of custom indexing with long/short functionality, low account minimums, personalized benchmarks, and daily tax-loss harvesting.
Jobs and careers at Vise
12 jobs at Vise
Senior Client Service Associate
On-site
Client Service & Operations
New York, NY; New York, New York, United States
3d ago
On-site
Full-time
Engagement Manager
On-site
Sales
New York, NY; New York, New York, United States
1w ago
On-site
Full-time
Administrative & Office Assistant
On-site
People
New York City, NY
2mo ago
On-site
Full-time
Talent Acquisition Lead
On-site
People
New York, NY
2mo ago
On-site
Full-time
Quantitative Engineer
On-site
Engineering
New York, NY
2mo ago
On-site
Full-time
Senior Investment Strategist
On-site
Investment Strategy
New York, NY
4mo ago
On-site
Full-time
Technology Operations Lead
On-site
General
New York, NY
4mo ago
On-site
Full-time
Compliance Officer
On-site
Legal & Compliance
New York, NY
6mo ago
On-site
Full-time
Accounting Lead
On-site
Finance
New York, NY
6mo ago
On-site
Full-time
Senior Software Engineer
On-site
Engineering
New York, NY
6mo ago
On-site
Full-time
Business Operations Lead
On-site
Sales
New York, NY
8mo ago
On-site
Full-time
Senior Product Designer
On-site
Product
New York, NY
1y ago
On-site
Full-time