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AI-powered wealth management platform for financial advisors

Co-founder and Co-Head

Co-Founder & Co-Head

Vise Partners With Bitwise To Introduce Crypto Model Portfolios for Advisors

MANTIS Venture Capital Portfolio

Bond Portfolio

Vise and Alpha Architect Bring AI-Powered Custom Model Portfolios to RIAs of All Sizes

Quantitative Engineer

Vise is an AI-powered asset management platform transforming the wealth management industry for financial advisors. They are seeking a passionate Quantitative Engineer to develop sophisticated investment models and optimize portfolio construction while collaborating closely with various teams.

Senior Client Success Associate

Vise is an AI-powered asset management platform serving financial advisors with personalized portfolio management solutions. The Senior Client Success Associate will support client success and account management by coordinating onboarding, portfolio implementation, trading operations, client communications, data maintenance, and cross-functional issue resolution.

Senior Product Designer

Vise is an AI-powered asset management platform designed for financial advisors. The Senior Product Designer will be responsible for enhancing user experience through design strategy, user research, and collaboration with cross-functional teams to deliver new features and improvements to the platform.

Engagement Manager

Vise is an artificial intelligence-powered asset management platform designed for financial advisors to build, manage, and explain personalized portfolios. The Engagement Manager will oversee multiple client relationships, manage onboarding and implementation, drive platform adoption, and help advisory firms achieve their goals. The role will also identify revenue and upsell opportunities, address onboarding blockers, and deliver training and best practices.

Senior Software Engineer

Vise is an artificial intelligence powered asset management platform designed specifically for financial advisors. As a senior full-stack software engineer, you will lead the implementation of systems that power and scale the business, while having significant ownership over various aspects of the product development process.

Talent Acquisition Lead

Vise is an artificial intelligence powered asset management platform designed specifically for financial advisors. They are seeking a highly organized and proactive Talent Acquisition Lead to support recruiting efforts and ensure a seamless experience for candidates and hiring managers.

Senior Investment Strategist

Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. As a Senior Investment Strategist, you will play a key role in shaping investment research, portfolio design, and platform capabilities while collaborating with various teams to translate complex investment ideas into scalable solutions.