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Summary
location iconNew York , New York
website
company sizeCompany size: 51-200
aumAUM: Up to $2B

Vise AI Advisors, LLC d/b/a Vise is an SEC-registered investment adviser based in New York founded in 2016. Vise offers investment advisory services to individual investors through a sub advisory relationship with third-party registered investment advisors and broker dealers using a proprietary technology platform. Vise's technology platform employs automated asset allocation, portfolio analysis, tax management, portfolio rebalancing, and portfolio selection strategies. Vise's subadvisors and broker dealer customers utilize the Vise platform on behalf of their clients to manage their assets.

Categories
Investment Management
Digital Services
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