V

Vise

vise.com link_icon

Vise AI Advisors, LLC: Company Research Report



Company Overview



  • Name: Vise AI Advisors, LLC

  • Mission: Empowering advisors for better client outcomes and maximum potential. Vise aims to deliver personalized investment outcomes across all asset classes using technology.

  • Vision: To create the asset manager of the future, enabling personalized portfolios entirely driven by technology.

  • Founding Story: The company was founded by Samir Vasavada and Runik Mehrotra, who as tech enthusiasts identified a gap in financial advising to revolutionize it through artificial intelligence.

  • Founders:

  • Samir Vasavada (Co-Founder & CEO)

  • Runik Mehrotra (Co-Founder & President)

  • Key People:

  • Andy Waisburd (Co-Chief Investment Officer)

  • Travis Fairchild (Co-Chief Investment Officer)

  • Wei Zhong, PhD (Head of Quantitative Engineering)

  • Ross Znavor (President)

  • Advisors:

  • Andrea Eisfeldt, PhD (UCLA)

  • Steven Grenadier, PhD (Stanford GSB)

  • S.P. Kothari, PhD (MIT Sloan School of Management)

  • Troy Paredes (Founder of Paredes Strategies, former SEC Commissioner)

  • Larry Raffone (Chairman & Former CEO/President of Edelman Financial Engines)

  • Chip Roame (Founder and Managing Partner of Tiburon Strategic Advisors)

  • Headquarters: 521 Broadway, 3rd Floor, New York, NY 10012

  • Number of Employees: Not specifically mentioned, but over 25 in-house engineering & investment professionals.

  • Revenue: No information is available

  • Established: 2016

  • What is the company known for: Vise is renowned for its AI-driven platform designed to enable financial advisors to build, manage, and explain personalized portfolios at scale.


Products and Solutions



Build


  • Description: A streamlined tool for creating personalized portfolios with efficient ease.

  • Key Features:

  • Custom strategy creation for individual client needs

  • Implement unique investment philosophies

  • Smart allocation recommendations using algorithms

  • Factor-based strategies for personalized investments

  • Portfolio construction with risk analysis and asset allocation


Manage


  • Description: A platform to aggregate management of client accounts and portfolio templates.

  • Key Features:

  • Manage entire business metrics and make universal model changes

  • Automated rebalancing for saving time

  • Automatic cash management

  • Tax-loss harvesting to increase tax efficiency


Explain


  • Description: A resource to clarify complex investments through AI-powered insights.

  • Key Features:

  • X-Ray tool for comparative asset analysis

  • Trade rationale provision and portfolio transparency

  • Strengthening client relationships with straightforward insights

  • Save time with easy portfolio preparation for meetings


Solutions


  • Key Solutions: Vise delivers a comprehensive portfolio solution capable of managing systems in various asset classes, including:

  • Systematic Investing

  • Direct Indexing

  • Alpha-seeking and Outcome-based Strategies

  • Value-based Customizations

  • Tax-aware transitions


Investment Strategies and Vehicles


  • Strategies: Direct Indexing, Value, Growth, Income, Quality, Momentum, Low Volatility, Custom Models

  • Vehicles: Stocks, Bonds, Mutual Funds, ETFs


Asset Classes Managed


  • US and International Equities, REITs, Corporate Bonds, TIPS, Municipals, and more.


Recent Developments



  • New Products Launched: No direct new product launches mentioned.

  • New Features Added to Existing Products: No specific feature updates mentioned.

  • New Partnerships: No partnership information is available.

  • Other Developments: Vise leverages cutting-edge AI to support various advisor firms with an expanding platform that offers personalized portfolio strategies designed for scale and efficiency.




Note: This document is based exclusively on the provided information, which may not encompass all current company details.