Verified fintech
Vise
- Headquarters
- New York, NY
- Website
- vise.com
- Category
- Wealth & investing
About
Vise is a portfolio-management platform for registered investment advisors. Advisors set client parameters and Vise's technology builds and runs personalised portfolios, handling rebalancing, trading and tax management such as loss harvesting. It integrates with custodians including Schwab and Fidelity and acts as a sub-advisor while advisors keep the client relationship.
Verified listing — website, HQ and category checked before listing. Confirms the facts, not a rating or endorsement.