Vise
A Technology Operations Lead at Vise manages IT support, cybersecurity, facilities coordination, and project planning, integrating AI and emerging technology into daily operations.
Headquarters
New York, New York, United States
Company Size
51-200 employees
Founded
2016
Vise is an AI-powered wealth management platform designed for RIAs, enterprise wealth firms, and asset managers to build, manage, and optimize personalized investment portfolios at scale. Its all-in-one platform covers portfolio construction, daily tax-loss harvesting, rebalancing, direct indexing, trading, model management, and client reporting across equities, fixed income, alternatives, and third-party models. Vise differentiates itself through AI-driven tax optimization and its ability to replace multiple point solutions with a single integrated operating system for wealth management.
Vise Surpasses $15B in Platform Assets, Appoints Nick Raffone as CFO to Accelerate Growth Amid Private Equity-Driven Transformation in RIA Industry
Apr 17, 2025
Vise's two co-founders, both 23, launch 'hard reset' -- still with $78 million and a six-year runway -- to no-'hallucination' AI business model where RIAs can opt out of artificial intelligence
May 23, 2023
Titaner's Innovative Take on the Fractal Vise
Oct 1, 2025
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Vise.
Republicans put tech firms in a vise on Kirk social-media posts
Sep 15, 2025